Wealth Manager
    SEC Registered
    Manages Private Funds

    Basepoint Wealth, LLC

    Registered investment advisor · Cedar Rapids, Iowa · CRD #289538

    Assets Under Management
    $884M
    Client Accounts
    3,715
    Employees
    24
    CRD Number
    289538
    Registration
    SEC Registered
    Custodian
    Pershing Advisor Solutions Llc, National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Basepoint Wealth, LLC

    Basepoint Wealth is a fee-only investment advisory firm founded in 2017, offering personalized wealth management and fiduciary services nationwide. It operates under the highest fiduciary standard and emphasizes transparency and client advocacy.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Basepoint Wealth, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Basepoint Wealth, LLC's AUM?

    Basepoint Wealth, LLC reports approximately $884M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Basepoint Wealth, LLC headquartered?

    Basepoint Wealth, LLC is headquartered in Cedar Rapids, Iowa.

    What is Basepoint Wealth, LLC's CRD number?

    Basepoint Wealth, LLC's CRD number is 289538. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Basepoint Wealth, LLC manage?

    Basepoint Wealth, LLC manages approximately 3,715 client accounts according to its latest SEC filing.

    Is Basepoint Wealth, LLC SEC registered?

    Yes, Basepoint Wealth, LLC is registered with the SEC as an investment adviser with an approved registration status.

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