BASEPOINT WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$883,834,872
Discretionary
$874,776,376
Non-discretionary
$9,058,496
Firm details
- CRD number
- 289538
- SEC file number
- 801-111782
- Main office
- CEDAR RAPIDS, IA, United States
- Employees
- 24
- SEC status
- Approved
- Website
- https://basepointwealth.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees Performance-based
As of October 2026.