AdvisorCensus / Financial advisors / Ohio / Cleveland / Westpoint Wealth Management, LLC
Westpoint Wealth Management, LLC is an SEC-registered investment advisory firm in Berea, OH, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 24, 2026.
Quick answers
From the filingHow is Westpoint Wealth Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Westpoint Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions; other.
Where is Westpoint Wealth Management, LLC located?
Westpoint Wealth Management, LLC's principal office is in Berea, OH, according to its Form ADV; the August 2026 filing also lists 3 other offices (Schedule D, Section 1.F).
Is Westpoint Wealth Management, LLC registered with the SEC or a state?
Westpoint Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 310883.
How much does Westpoint Wealth Management, LLC manage?
Westpoint Wealth Management, LLC reports $106,000,000 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (40% discretionary).
What types of clients does Westpoint Wealth Management, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (541); high net worth individuals (41).
Which custodians does Westpoint Wealth Management, LLC use?
Westpoint Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab and SEI Investments Distribution Co. as custodians holding 10% or more of its separately managed account assets.
Does Westpoint Wealth Management, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310883
Does Westpoint Wealth Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated May 29, 2026 says: "WestPoint does not require a minimum to open an account."
What changed in Westpoint Wealth Management, LLC's recent Form ADV filings?
In the July 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
WestPoint does not require a minimum to open an account.
As stated in the firm's Form ADV Part 2A brochure dated May 29, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$106,000,000 as of October 2026, filing dated July 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- 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
Registration and firm details
Items 1, 2, 5- Also doing business as
- BEACH RETIREMEENT GROUP, NOE FINANCIAL SERVICES, INC., TRIPHASE: PLANNING, INVESTMENTS & INSURANCE
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 9. Performing investment advisory functions: 9.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
3 other offices, as of the August 2026 filing
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- July 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Westpoint Wealth Management, LLC (CRD 310883): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/westpoint-wealth-management-llc-berea-oh-310883