firm profile
Basepoint Wealth, LLC
Overview
Basepoint Wealth, LLC is an SEC registered investment adviser based in Cedar Rapids, IA, registered since 2017. It reports $884M in assets under management across 3,715 accounts, with 24 employees. It has 13 investment adviser representatives.
- Reported AUM
- $884M
- Discretionary
- 99%
- Accounts
- 3,715
- Average account
- $238K
- Employees
- 24
- Advisory reps
- 13
- Registered since
- 2017
- Jurisdictions
- 14
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.
Executive officers 3 of 5
- Kathryn Marsh Wallace Managing Member, Senior Wealth Advisor CRD 4641895
- William Allen Wallace Chief Investment Officer, Managing Member CRD 4233166
- Katherine Emma Kula Member, Chief Compliance Officer CRD 5919392
2 more executive officers, with direct contact details
Advisory reps 3 of 13
- Shayne Michael Boles Investment Adviser Rep CRD 6741219
- Scott Michael Cooley Investment Adviser Rep CRD 6011648
- Ronald Lee Detweiler Investment Adviser Rep CRD 1899207
10 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 4144 Golf St NE
Cedar Rapids, IA 52402 - County
- Linn
- Metro area
- Cedar Rapids, IA
- Region
- Midwest
Registrations
- SEC registered
- Registered in 14 jurisdictions
- Website: yelp.com/biz/basepoint-wealth-cedar-rapids
Every state, with registration dates
Similar firms near Cedar Rapids
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- Transamerica Retirement Advisors, LLCCedar Rapids, IA$18.8B AUM
- Nations Financial Group, Inc.Cedar Rapids, IA$4.8B AUM
- BFC Planning, Inc.Cedar Rapids, IA$3.8B AUM
- Berthel, Fisher & Company Financial Services, Inc.Cedar Rapids, IA$906M AUM
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