# 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.

- CRD: 310883
- Filed as: WESTPOINT WEALTH MANAGEMENT, LLC
- Also doing business as: BEACH RETIREMEENT GROUP, NOE FINANCIAL SERVICES, INC., TRIPHASE: PLANNING, INVESTMENTS & INSURANCE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Berea, OH
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310883
- AdvisorCensus page: https://advisorcensus.com/firm/westpoint-wealth-management-llc-berea-oh-310883

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other

### Fees and minimums (Form ADV Part 2A brochure dated May 29, 2026)

- Account minimum: None

> WestPoint does not require a minimum to open an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab
- SEI Investments Distribution Co.

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.

### Regulatory assets under management (Item 5.F)
- Total: $106,000,000
- Discretionary: $42,000,000
- Non-discretionary: $64,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 541 | $40,000,000 |
| High net worth individuals | 41 | $66,000,000 |

### 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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 9 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, OH, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Middleburg Heights, OH
- North Olmstead, OH
- Willoughby, OH

### Websites listed on Form ADV (Item 1.I)
- westpointessentials.com
- westpointwealth.com
- Facebook @westpointwealth
- LinkedIn @westpoint-wealth-management-llc
- LinkedIn @brocstradley
- LinkedIn @david-herwerden
- LinkedIn @frederickprotectsllff
- LinkedIn @matthewdheck
- LinkedIn @r-scott-louden-43a16ab2
- LinkedIn @scott-hanna-ba69b663
- LinkedIn @terrence-heil-b6033b7
- LinkedIn @tim-noe-8805a47

## Changes in the filing (last 12 months)

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Westpoint Wealth Management, LLC (CRD 310883): Form ADV filing data as of October 2026.