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).

Current Firm Details
66 Front St, Berea, OH 44017
https://www.linkedin.com/in/brocstradley/
By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    752
    ACCOUNTS
  • Average Account Value
    $78,836
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OH, SC

Financial Advisors at Westpoint Wealth Management, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Scott Hanna, financial advisor Willoughby Hills OH
Scott C. Hanna
CRD#: 1139312
Willoughby Hills, OH

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.

2
Matthew Heck, financial advisor Berea OH
Matthew D. Heck
CRD#: 2890338
66 Front St, Berea, OH 44017

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.

3
Terrence Heil, financial advisor Berea OH
Terrence J. Heil
CRD#: 2277398
66 Front St, Berea, OH 44017

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.

4
David Herwerden, financial advisor Berea OH
David E. Herwerden
CRD#: 4924551
66 Front St, Berea, OH 44017

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.

5
Curtis Lindsay, financial advisor Berea OH
Curtis W. Lindsay
CRD#: 2864463
66 Front St, Berea, OH 44017

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.

6
Raymond Louden, financial advisor Berea OH
Raymond S. Louden
CRD#: 2299421
66 Front St, Berea, OH 44017

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.

7
Timothy Noe, financial advisor Berea OH
Timothy Noe
CRD#: 3072952
66 Front St, Berea, OH 44017

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.

8
Broc Stradley, financial advisor Berea OH
Broc J. Stradley
CRD#: 6648047
66 Front St, Berea, OH 44017

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.

9
Connie Costanzo, financial advisor Berea OH
Connie A. Costanzo
CRD#: 7196176
66 Front St, Berea, OH 44017

Connie Costanzo (CRD# 7196176) is an Investment Advisor Representative working at Westpoint Wealth Management, LLC in Berea, OH and has over 3 years of experience in the finance industry.

10
Frederick Kerestury, financial advisor Berea OH
Frederick J. Kerestury
CRD#: 5852271
66 Front St, Berea, OH 44017

Frederick Kerestury (CRD# 5852271) is an Investment Advisor Representative working at Westpoint Wealth Management, LLC in Berea, OH and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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