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/frederickprotectsllff/
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 11 - 11 of 11 top financial advisors.
11
Connor Weber, financial advisor Berea OH
Connor A. Weber
CRD#: 7675151
66 Front St, Berea, OH 44017

Connor Weber (CRD# 7675151) 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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