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- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- UnisonPathway +more
- Established Date
- 09-29-2017
- Office Locations
- 1
Office Locations
About Basepoint Wealth, LLC
Basepoint Wealth is a fee-only, fiduciary RIA headquartered in Cedar Rapids, Iowa, providing financial planning and transparent wealth management with actively managed, fundamentals-based portfolios tailored to client goals. The team serves clients across Iowa and works virtually nationwide. Investment oversight is led by a dedicated Chief Investment Officer, and custody relationships include Fidelity/NFS and Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KATHRYN MARSH WALLACE
Managing Member, Senior Wealth Advisor
- CRD
- #4641895
- Ownership
- 25% but less than 50%
WILLIAM ALLEN WALLACE
Chief Investment Officer
- CRD
- #4233166
- Ownership
- 25% but less than 50%
Optima unison
Crest frontier
- CRD
- #56977
- Ownership
- 47.0%
Showing 2 of 5 owners & executives
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Shayne Michael Boles
Associate Wealth Advisor
- CRD
- #6741219
SCOTT MICHAEL COOLEY
Wealth Advisor
- CRD
- #6011648
Legacy insight
Crest value value
- CRD
- #29769
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $874,776,376 | $236,171 |
| Non-Discretionary | $9,058,496 | $823,500 |
| Total | $883,834,872 | $237,910 |
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Separately Managed Accounts
Total SMA Asset: $883,834,872
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,018,111,805 | 34.8% |
| Equity - Exchange | $2,922,711,719 | 33.7% |
| Cash | $2,731,911,548 | 31.5% |
| Total | $8,672,735,072 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST NORTH | WAVE CREST | 8RJTMWOSB | DOHHB | 10.98% | $82,238,282 |
| GLACIER SIGNAL | RADIAL LEGACY | DHJR5UJ6U | QNIAK | 12.27% | $18,391,488 |
| OAK CAPITAL WAVE | HARBOR RIDGE | KIBEY5I8V | BSCR | 11.92% | $80,172,669 |
| NORTH CAPITAL PIONEER | EMBER FUSION | NSQWJP7DN | YTWI | 7.99% | $4,158,868 |
| ATLAS MATRIX | PRIME EAGLE | H959ZCV62 | TQK | 9.41% | $15,627,554 |
| TIMBER GLACIER OAK | UNISON PRIME | L8PWGS9SV | MRI | 5.67% | $91,059,624 |
| EMBER CAPITAL | PIONEER UNISON | EXCSZ6K0G | JCUNX | 2.55% | $8,458,120 |
| HORIZON HARBOR | BRIDGE HORIZON | 8IAQEQ994 | ABPUR | 12.16% | $55,186,805 |