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BASEPOINT WEALTH, LLC
CRD 289538File 801-111782
APPROVED
Retail clients
Custody
Filing as of Feb 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$883.8M
Above cohort median (national)
Discretionary AUM
$874.8M
Non-discretionary $9.1M
Clients
1,263
3,715 accounts
Employees
24
Above cohort median in IA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 29, 2017
- Principal office
- 4144 GOLF STREET NE, CEDAR RAPIDS, IA, 52402
- Phone
- (319) 826-1898
- Website
- https://basepointwealth.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $883.8M
- Discretionary AUM
- $874.8M
- Non-discretionary AUM
- $9.1M
- Discretionary accounts
- 3,704
- Non-discretionary accounts
- 11
- Total accounts
- 3,715
- AUM per client
- $700K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $4.1M |
| Charitable organizations | 5 | $9.3M |
| High net worth individuals | 261 | $541.3M |
| Pension and profit sharing plans | 12 | $50.0M |
| Individuals (other than high net worth individuals) | 981 | $279.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.