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BASEPOINT WEALTH, LLC

CEDAR RAPIDS, IA · CRD 289538 · IAPD ↗ · basepointwealth.com · (319) 826-1898

$883.8MRegulatory AUM
13Advisory reps
24Employees
22Clients
11-25Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — BASEPOINT WEALTH, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.