| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Jennings Knudson Control | Member, Senior Wealth Advisor | 5-10% | 2017 |
| Katherine Emma Kula Control | Member, Chief Compliance Officer | Under 5% | 2017 |
| Kathryn Marsh Wallace Control | Managing Member, Senior Wealth Advisor | 25-50% | 2017 |
Basepoint Wealth, LLC reports $776.2 million in regulatory assets under management on its Form ADV.
Basepoint Wealth, LLC reports 22 employees.
Basepoint Wealth, LLC is based in Cedar Rapids, IA and has been SEC-registered since 2017.
Basepoint Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4144 Golf Street NE, Cedar Rapids, IA 52402 |
| Phone | (319) 826-1898 |
| Fax | 319-826-1471 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $768.2M |
| Non-discretionary | $7.9M |
| Total (RAUM) | $776.2M |