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WestPoint Wealth Management, LLC

EST. AUM
$106,000,000

CONTACTS

CLIENT ACCOUNTS
810

Firm Details

Metro area Cleveland
CRD Number 310883
Website westpointwealth.com
Client types

Overview

WestPoint Wealth Management, LLC is an SEC-registered investment advisory firm headquartered in Berea, Ohio, founded in 2014 and providing advisory services since 2020. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, businesses, and ERISA retirement plans. Its investment philosophy is based on fundamental analysis and Modern Portfolio Theory, emphasizing customized asset allocation, portfolio monitoring, and long-term financial planning.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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