BASEPOINT WEALTH, LLC (CRD# 289538) is an SEC-Registered Investment Advisor (RIA), headquartered in Cedar Rapids, IA. The SEC approved the firm to operate as an RIA in Sep 2017. In Oct 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $211.8 Million, and has discretion over 99% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
BASEPOINT WEALTH, LLC also reported in Oct 2018:
  • 11 employees, with 9 performing advisory functions.
  • A total of 3 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BASEPOINT WEALTH, LLC has no disclosure events reported to the SEC at this time.

View BASEPOINT WEALTH, LLC's most recent Form ADV filing

BASEPOINT WEALTH, LLC has Notice Filings with the following State Securities Authorities: AZ-Dec 2017, FL-Dec 2017, IA-Sep 2017, IL-Dec 2017, KS-Oct 2018 , LA-Dec 2017, MN-Dec 2017, NE-Dec 2017, TX-Dec 2017, WI-Oct 2018

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