WESTPOINT WEALTH MANAGEMENT, LLC

WESTPOINT WEALTH MANAGEMENT, LLC of BEREA, OH is an SEC-registered investment adviser (CRD 310883). Regulatory assets under management: $106.0M.

Registration

• CRD: 310883
• SEC file number: 801-136605
• Type: Registered investment adviser
• Location: 56 FRONT ST, BEREA, OH, 44017
• Phone: 216-4344055
• Latest filing: 2026-07-24
• Regulatory AUM: $106.0M
• Discretionary AUM: $42.0M
• Non-discretionary AUM: $64.0M
• Clients: 9
• Accounts: 810

Business model

Compensation: % of AUM, Fixed, Commissions, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310883 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search