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- Custodian
- Charles Schwab & Company · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-14-2020
- Office Locations
- 3
Office Locations
About Westpoint Wealth Management, LLC
WestPoint Wealth Management is an Ohio-based RIA providing comprehensive, goals-based financial planning and ongoing investment management through its PointForward 3-step process. The firm serves a broad retail clientele—from new graduates to retirees—with tax, estate, retirement and insurance planning. Portfolios incorporate ETFs, mutual funds and fixed income, with support for socially responsible preferences. Custody platforms include Schwab and SEI, and the firm emphasizes a West Point-inspired legacy and community involvement.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID EARL HERWERDEN
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #4924551
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
SCOTT CHAPMAN HANNA
Financial Advisor, Financial Advisor, Investment Advisor Representative
- CRD
- #1139312
MATTHEW D HECK
Investment Advisor Representative
- CRD
- #2890338
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,000,000 | $512,195 |
| Non-Discretionary | $64,000,000 | $87,912 |
| Total | $106,000,000 | $130,864 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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