Allocator Index · CRD 289538

BASEPOINT WEALTH, LLC

Cedar Rapids, IA · (319) 826-1898 · basepointwealth.com/

SEC IAPD record ↗

Fit score

50

  • aum $250M-$3.0B+22
  • hnw>=200+20
  • employees 3-60+8

HNW clients

261

Other individuals

981

HNW assets

$541.3M

Total AUM

$883.8M

Employees

24

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.