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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- VertexBeacon
- Established Date
- 01-01-2024
- Office Locations
- 1
Office Locations
About HP Wealth Management LLC
HighPoint CPAs / HP Wealth Management is a Laramie, WY firm combining accounting, tax, and wealth management. It supports business owners and families with fractional CFO services, tax consulting/compliance, retirement and estate planning, and investment management rooted in financial science (efficient markets, diversification, taxes/fees matter). The team emphasizes long-term relationships and limits client loads per adviser; custody includes Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MATTHEW E AMSBERRY
Chief Compliance Officer, Owner
- CRD
- #2895306
- Ownership
- 25% but less than 50%
JASON K ROESLER
Owner
- CRD
- #2940046
- Ownership
- 25% but less than 50%
Crest peak
Value fusion
- CRD
- #76284
- Ownership
- 37.6%
Showing 2 of 3 owners & executives
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Zane Anthony Kuhbacher
Advisor
- CRD
- #7622683
Showing 1 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,788,042 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,788,042 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,788,042
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,878,520,277 | 30.8% |
| Equity - Exchange | $1,171,025,627 | 19.2% |
| Cash | $1,280,809,280 | 21.0% |
| U.S. Government/Agency | $1,189,322,903 | 19.5% |
| Municipal Bonds | $579,413,722 | 9.5% |
| Total | $6,099,091,809 | 100.0% |