SEC Form ADV

BASEPOINT WEALTH, LLC

Registered Investment AdviserIA
$883.8M
Assets Under Management
22
Total Clients
24
Employees
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Registration Details

Accession
crd-289538
Location
CEDAR RAPIDS, IA
Filing Date
August 28, 2026
AUM
$883.8M
Total Clients
22
Institutional Clients
17
Employees
24
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

BASEPOINT WEALTH, LLC is a registered investment adviser headquartered in CEDAR RAPIDS, IA, managing approximately $883.8M in assets across 22 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.