Basepoint Wealth, LLC
Cedar Rapids, IA·SEC-registered · CRD #289538
Basepoint Wealth, LLC is an SEC-registered investment advisory firm in Cedar Rapids, IA managing $884M across 3.7k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$884M
Client accounts
3.7k
Advisory staff
13
Fee model
Fee-based
How Basepoint Wealth, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Basepoint Wealth, LLC
How much does Basepoint Wealth, LLC manage?
Per its most recent SEC Form ADV filing (02/06/2026), Basepoint Wealth, LLC reports $884M in regulatory assets under management across roughly 3.7k client accounts.
How does Basepoint Wealth, LLC charge?
Basepoint Wealth, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Basepoint Wealth, LLC a fiduciary?
Yes. Basepoint Wealth, LLC is registered with the U.S. Securities and Exchange Commission (CRD #289538), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Basepoint Wealth, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Basepoint Wealth, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Basepoint Wealth, LLC's public SEC Form ADV filing (CRD #289538, filed 02/06/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Basepoint Wealth, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Basepoint Wealth, LLC? Claim this profile.