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BASEPOINT WEALTH, LLC
CEDAR RAPIDS, IA
(319) 826-1898
SEC #801-111782Total AUM
$883.8M
Employees
24Clients
1,263Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4144 GOLF STREET NE
CEDAR RAPIDS
IA 52402
United States
CEDAR RAPIDS
IA 52402
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
(319) 826-1898
Other Offices
3
Financials
Total AUM
$883.8M
Accounts
3,715Discretionary
$874.8M
Accounts
3,704Non-Discretionary
$9.1M
Accounts
11
Clients
Individual Clients
981AUM
$279.1M
HNW Individual Clients
261AUM
$541.3M
Pension/Profit Sharing Plan Clients
12AUM
$50M
Charitable Organization Clients
5AUM
$9.3M
Corporation or Business Clients
4AUM
$4.1M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
TAX & ACCOUNTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCACOFLIAILKSLAMNMONETNTXWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.