BASEPOINT WEALTH, LLC

CEDAR RAPIDS, Iowa·5 registered advisors·CRD# 289538
SEC# 801-1117823(319) 826-1898
01

Firm Overview

AUM
$665M
Regulatory assets under management
Employees
22
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BASEPOINT WEALTH, LLC

5 registered advisors
Bryan Jennings Knudson
CEDAR RAPIDS, Iowa
Katherine Emma Kula
CEDAR RAPIDS, Iowa
Kathryn Marsh Wallace
CEDAR RAPIDS, Iowa
Landis Tyler Wiley
CEDAR RAPIDS, Iowa
William Allen Wallace
CEDAR RAPIDS, Iowa
05

Office Locations

CEDAR RAPIDS, Iowa
5 advisors

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Data sourced from SEC Form ADV filings. BASEPOINT WEALTH, LLC (CRD# 289538) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.