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Building 2WESTPOINT WEALTH MANAGEMENT, LLC

Map pinBEREA, OH
Phone216-4344055
NotebookSEC #801-136605
Total AUM
$106M
Employees
9
Clients
582

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
56 FRONT ST
BEREA
OH 44017
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
216-4344055
Other Offices
3

ReceiptFinancials

Total AUM
$106M
Accounts
810
Discretionary
$42M
Accounts
82
Non-Discretionary
$64M
Accounts
728

ContactClients

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Individual Clients
541
AUM
$40M
HNW Individual Clients
41
AUM
$66M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHSC

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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