CEDAR RAPIDS, IACRD 289538Latest ADV February 6, 2026
Basepoint Wealth, LLC is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in Cedar Rapids, IA. Its latest Form ADV filing, dated February 6, 2026, reports $884M in regulatory assets under management, 24 employees, 3 offices, and 3,715 accounts.
Assets Under Management
$884M
Employees
24
Offices
3 offices
Total Clients
1,263
Primary office
CEDAR RAPIDS, IA
4144 GOLF STREET NE, CEDAR RAPIDS, IA, United States
Top client segmentIndividuals represent 77.7% of total clients.
Top client categories% of clientsClients
1
Individuals
77.7%
981
2
HNWI
20.7%
261
3
Pension Plans
1.0%
12
4
Charitable
0.4%
5
5
Corporations
0.3%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$884Mas of February 6, 2026
Discretionary99.0%
$875M
99% of total RAUM99.0%
Non-discretionary1.0%
$9M
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$884M
Total Accounts3,715
10Y AUM Change+$884M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee53:1
10Y Employee Change+13 (+118.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.