David Earl Herwerden
Managing Member & CcoWestpoint Planning & Advisory, LLCCRD 4924551
About David Earl Herwerden
David Earl Herwerden is listed as Managing Member & Cco at Westpoint Planning & Advisory, LLC. Form ADV reports a beneficial ownership band of Over 75%. David Earl Herwerden is associated with 2 registered advisers.
Reported ownership
Owns Over 75% of Westpoint Planning & Advisory, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does David Earl Herwerden work?
David Earl Herwerden is listed as Managing Member & Cco at Westpoint Planning & Advisory, LLC on SEC Form ADV.
How much of Westpoint Planning & Advisory, LLC does David Earl Herwerden own?
Form ADV reports a beneficial ownership band of Over 75%.
Westpoint Planning & Advisory, LLC
| Title | Managing Member & Cco |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |
Westpoint Wealth Management, LLC
| Title | Member/Cco |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2024 |