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William Allen Wallace

Chief Investment Officer And Managing Member"Basepoint Wealth, LLCCRD 4233166

About William Allen Wallace

William Allen Wallace is listed as Chief Investment Officer And Managing Member" at Basepoint Wealth, LLC in Cedar Rapids, IA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Basepoint Wealth, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does William Allen Wallace work?

William Allen Wallace is listed as Chief Investment Officer And Managing Member" at Basepoint Wealth, LLC on SEC Form ADV.

How much of Basepoint Wealth, LLC does William Allen Wallace own?

Form ADV reports a beneficial ownership band of 25-50%.

Basepoint Wealth, LLC

TitleChief Investment Officer And Managing Member"
Ownership25-50%
Control personYes
Since2017
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