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WESTPOINT WEALTH MANAGEMENT, LLC

BEREA, OH · CRD 310883 · IAPD ↗ · 216-4344055

$106.0MRegulatory AUM
9Advisory reps
9Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — WESTPOINT WEALTH MANAGEMENT, LLC (BEREA, OH) is newly SEC-registered with $106.0M RAUM and 9 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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