Investment adviser · CRD 289538
BASEPOINT WEALTH, LLC
Investment adviser filing (IA)
CEDAR RAPIDS, IA, United States · Form ADV filed Aug 28, 2026
- Regulatory AUM
- $884M Form ADV · Item 5.F
- Client accounts
- 3,715 Accounts, not individual clients
- Employees
- 24 Reported in this filing
- Advisory professionals
- 13 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 261 | $541,331,577 | 61.2% |
| Individuals | 981 | $279,110,488 | 31.6% |
| Retirement plans | 12 | $50,033,873 | 5.7% |
| Charities | 5 | $9,286,497 | 1.1% |
| Corporations & businesses | Fewer than 5 | $4,072,437 | 0.5% |
Filing source
Form ADV 2129331 · Aug 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
4700 N. RIVER BLVD NECEDAR RAPIDS, IA, 52411, United States
CRD 289538
Filing source
Form ADV 2129331 · Aug 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.