Westpoint Wealth Management, LLC
● SEC registered since 2026CRD 310883SEC# 801-136605Berea, OH
Reg. AUM
$106M
Employees
9
Accounts
810
Location
Berea, OH
Westpoint Wealth Management, LLC assets under management
Westpoint Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Berea, OH. The firm has been registered since 2026. It reports $106 million in regulatory assets under management and employs 9 people.
Westpoint Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Earl Herwerden Control | Member/Cco | Over 75% | 2024 |
Frequently asked questions
How much does Westpoint Wealth Management, LLC manage?
Westpoint Wealth Management, LLC reports $106 million in regulatory assets under management on its Form ADV.
How many employees does Westpoint Wealth Management, LLC have?
Westpoint Wealth Management, LLC reports 9 employees.
Where is Westpoint Wealth Management, LLC located?
Westpoint Wealth Management, LLC is based in Berea, OH and has been SEC-registered since 2026.
Does Westpoint Wealth Management, LLC disclose fund performance?
Westpoint Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 56 Front St, Berea, OH 44017 |
| Phone | 216-4344055 |
| Fax | 866.640.7908 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$106MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$106Mregulatory AUM
Discretionary $42MNon-discretionary $64M