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Westpoint Wealth Management, LLC

● SEC registered since 2026CRD 310883SEC# 801-136605Berea, OH
Export (members)
Reg. AUM
$106M
Employees
9
Accounts
810
Location
Berea, OH

Westpoint Wealth Management, LLC assets under management

Westpoint Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Berea, OH. The firm has been registered since 2026. It reports $106 million in regulatory assets under management and employs 9 people.
www.linkedin.com/in/r-scott-louden-43a16ab2View on SEC.gov ↗

Westpoint Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
David Earl Herwerden ControlMember/CcoOver 75%2024

Frequently asked questions

How much does Westpoint Wealth Management, LLC manage?

Westpoint Wealth Management, LLC reports $106 million in regulatory assets under management on its Form ADV.

How many employees does Westpoint Wealth Management, LLC have?

Westpoint Wealth Management, LLC reports 9 employees.

Where is Westpoint Wealth Management, LLC located?

Westpoint Wealth Management, LLC is based in Berea, OH and has been SEC-registered since 2026.

Does Westpoint Wealth Management, LLC disclose fund performance?

Westpoint Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address56 Front St, Berea, OH 44017
Phone216-4344055
Fax866.640.7908
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$42M
Non-discretionary$64M
Total (RAUM)$106M