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BASEPOINT WEALTH, LLC
CRD 289538 · SEC 801-111782
4144 GOLF STREET NE, CEDAR RAPIDS, IA, 52402, United States
Phone
(319) 826-1898
Fax
319-826-1471
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$883.8M
Discretionary AUM
$874.8M
Team
24 total employees; 13 advisory reps; 22 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Partnership
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminarsTAX & ACCOUNTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 981 | $279.1M |
| High net worth individuals | 261 | $541.3M |
| Pension/profit sharing plans | 12 | $50.0M |
| Charitable organizations | 5 | $9.3M |
| Corporations/business entities | 4 | $4.1M |
States served
AZ, CA, CO, IL, IA, KS, LA, MN, NE, TN, WI, MO, TX, FL
All web addresses on file
- https://basepointwealth.com/
- https://www.youtube.com/@basepointwealth5587
- HTTPS://WWW.LINKEDIN.COM/COMPANY/BASEPOINTWEALTH
- HTTPS://WWW.FACEBOOK.COM/BASEPOINTWEALTH/
- https://x.com/basepointwealth
- https://basepointwealththepoint.buzzsprout.com/
- https://vimeo.com/user197701920
- https://www.yelp.com/biz/basepoint-wealth-cedar-rapids
Official SEC filing: View on IAPD