BEREA, OHCRD 310883Registration Status: ApprovedEffective since June 26, 2026Latest ADV July 24, 2026
Westpoint Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Berea, OH. Its latest Form ADV filing, dated July 24, 2026, reports $106M in regulatory assets under management, 9 employees, 3 offices, and 810 accounts.
Top client segmentIndividuals represent 93.0% of total clients.
Top client categories% of clientsClients
1
Individuals
93.0%
541
2
HNWI
7.0%
41
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$106Mas of July 24, 2026
Discretionary39.6%
$42M
40% of total RAUM39.6%
Non-discretionary60.4%
$64M
60% of total RAUM60.4%
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$106M
Total Accounts810
10Y AUM Change$0 (0.0%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee65:1
10Y Employee Change0 (0.0%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.