Basepoint Wealth, LLC

EST. AUM
$883,834,872

CONTACTS
3

CLIENT ACCOUNTS
3,715

Firm Details

Metro area Des Moines
CRD Number 289538
Website basepointwealth.com
Client types

Overview

In 2017, Basepoint Wealth was founded in Cedar Rapids, Iowa in response to industry efforts to resist moves towards increasing openness and transparency between large financial institutions, their advisors and clients. Backed by over 150 years of combined experience, the founding partners set out to build on a team-based, comprehensive approach to advice, investment management, and service. The mission was simple: build a more valuable wealth management experience that placed the client at the center of the process and eliminate costly layers of obstruction between a client, their money, and their financial success. At the core of this commitment was the goal to place planning and advice at the forefront to delivering a straight-forward, effective, and common-sense investment philosophy designed to help clients grow, retain, and enjoy their wealth. Today, Basepoint Wealth has grown to manage over $500 million in assets under management, operating four locations throughout Iowa, and added a subsidiary company, Basepoint Tax & Accounting, to deliver comprehensive tax and accounting services.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Basepoint Wealth, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company