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David Earl Herwerden

Managing Member & CcoWestpoint Planning & Advisory, LLCCRD 4924551

About David Earl Herwerden

David Earl Herwerden is listed as Managing Member & Cco at Westpoint Planning & Advisory, LLC. Form ADV reports a beneficial ownership band of Over 75%. David Earl Herwerden is associated with 2 registered advisers.

Reported ownership

Owns Over 75% of Westpoint Planning & Advisory, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Earl Herwerden work?

David Earl Herwerden is listed as Managing Member & Cco at Westpoint Planning & Advisory, LLC on SEC Form ADV.

How much of Westpoint Planning & Advisory, LLC does David Earl Herwerden own?

Form ADV reports a beneficial ownership band of Over 75%.

Westpoint Planning & Advisory, LLC

TitleManaging Member & Cco
OwnershipOver 75%
Control personYes
Since2025
View Westpoint Planning & Advisory, LLC →

Westpoint Wealth Management, LLC

TitleMember/Cco
OwnershipOver 75%
Control personYes
Since2024
View Westpoint Wealth Management, LLC →