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WESTPOINT WEALTH MANAGEMENT, LLC
CRD 310883File 801-136605
APPROVED
Retail clients
Filing as of Jul 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$106.0M
Bottom 25% of cohort (national)
Discretionary AUM
$42.0M
Non-discretionary $64.0M
Clients
582
810 accounts
Employees
9
Bottom 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 26, 2026
- Principal office
- 56 FRONT ST, BEREA, OH, 44017
- Phone
- 216-4344055
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $106.0M
- Discretionary AUM
- $42.0M
- Non-discretionary AUM
- $64.0M
- Discretionary accounts
- 82
- Non-discretionary accounts
- 728
- Total accounts
- 810
- AUM per client
- $182K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 41 | $66.0M |
| Individuals (other than high net worth individuals) | 541 | $40.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Other (described) — REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.