LP Profile

Basepoint Wealth

Also known as basepoint wealth

Wealth ManagerCedar Rapids, United StatesFounded 2017
Cedar Rapids
Headquarters
Investment Focus

About Basepoint Wealth

Basepoint Wealth is a wealth manager based in Cedar Rapids, US. Founded in 2017.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Basepoint Wealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$883.8M
Total Clients
3,715
Filing Date
February 6, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Basepoint Wealth across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Basepoint Wealth?

Basepoint Wealth is a wealth manager based in Cedar Rapids, United States.

Where is Basepoint Wealth headquartered?

Basepoint Wealth is headquartered in Cedar Rapids, United States.

When was Basepoint Wealth founded?

Basepoint Wealth was founded in 2017.

How can I contact Basepoint Wealth?

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