Westpoint Wealth Management, LLC
Westpoint Wealth Management, LLC (CRD# 310883) is a financial advisory firm headquartered in Berea, OH. They manage $59,284,476 in 752 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management59MILLION
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Total Number of Accounts752ACCOUNTS
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Average Account Value$78,836
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, OH, SC
Scott Hanna (CRD# 1139312) is an Investment Advisor Representative working at Westpoint Wealth Management, LLC in Willoughby Hills, OH and has over 20 years of experience in the finance industry.
Matthew Heck (CRD# 2890338) is an Investment Advisor Representative working at Westpoint Wealth Management, LLC in Berea, OH and has over 26 years of experience in the finance industry.
Terrence Heil (CRD# 2277398) is an Investment Advisor Representative working at Westpoint Wealth Management, LLC in Berea, OH and has over 31 years of experience in the finance industry.
David Herwerden (CRD# 4924551) is an Investment Advisor Representative working at Westpoint Wealth Management, LLC in Berea, OH and has over 18 years of experience in the finance industry.
Curtis Lindsay (CRD# 2864463) is an Investment Advisor Representative working at Westpoint Wealth Management, LLC in Berea, OH and has over 27 years of experience in the finance industry.
Raymond Louden (CRD# 2299421) is an Investment Advisor Representative working at Westpoint Wealth Management, LLC in Berea, OH and has over 7 years of experience in the finance industry.
Timothy Noe (CRD# 3072952) is an Investment Advisor Representative working at Westpoint Wealth Management, LLC in Berea, OH and has over 24 years of experience in the finance industry.
Broc Stradley (CRD# 6648047) is an Investment Advisor Representative working at Westpoint Wealth Management, LLC in Berea, OH and has 1 year of experience in the finance industry.
Connie Costanzo (CRD# 7196176) is an Investment Advisor Representative working at Westpoint Wealth Management, LLC in Berea, OH and has over 4 years of experience in the finance industry.
Frederick Kerestury (CRD# 5852271) is an Investment Advisor Representative working at Westpoint Wealth Management, LLC in Berea, OH and has over 2 years of experience in the finance industry.