BASEPOINT WEALTH, LLC
CRD #289538 SEC #801-111782 CEDAR RAPIDS, IA (319) 826-1898
SEC Registered
Total AUM
$776.2M
Discretionary
$768.2M
Employees
22
Clients
11
Accounts
3,881
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $776.2M | $768.2M | $7.9M | 22 | 15 |
| May 2025 | $776.2M | $768.2M | $7.9M | 22 | 15 |
| May 2025 | $776.2M | $768.2M | $7.9M | 22 | 15 |
| Mar 2025 | $776.2M | $768.2M | $7.9M | 22 | 15 |
| Feb 2025 | $776.2M | $768.2M | $7.9M | 23 | 15 |
| Jun 2024 | $665.1M | $648.4M | $16.6M | 22 | 20 |
| May 2024 | $665.1M | $648.4M | $16.6M | 21 | 20 |
| Apr 2024 | $665.1M | $648.4M | $16.6M | 21 | 20 |
| Mar 2024 | $665.1M | $648.4M | $16.6M | 20 | 20 |
| Nov 2023 | $562M | $556.3M | $5.7M | 20 | 14 |
| Aug 2023 | $562M | $556.3M | $5.7M | 21 | 14 |
| Jul 2023 | $562M | $556.3M | $5.7M | 20 | 14 |
| Apr 2023 | $562M | $556.3M | $5.7M | 19 | 14 |
| Mar 2023 | $562M | $556.3M | $5.7M | 19 | 14 |
| Aug 2022 | $518M | $512M | $6M | 19 | 14 |
| Mar 2022 | $518M | $512M | $6M | 18 | 14 |
| Nov 2021 | $501.7M | $495.9M | $5.8M | 16 | 8 |
| Oct 2021 | $501.7M | $495.9M | $5.8M | 16 | 8 |
| Aug 2021 | $501.7M | $495.9M | $5.8M | 16 | 8 |
| Jul 2021 | $332.5M | $327.4M | $5.1M | 16 | 8 |
| May 2021 | $332.5M | $327.4M | $5.1M | 16 | 8 |
| Apr 2021 | $332.5M | $327.4M | $5.1M | 16 | 8 |
| Mar 2021 | $332.5M | $327.4M | $5.1M | 16 | 8 |
| Mar 2021 | $332.5M | $327.4M | $5.1M | 16 | 8 |
| Mar 2021 | $332.5M | $327.4M | $5.1M | 16 | 8 |
| Mar 2021 | $291M | $286.3M | $4.7M | 12 | 7 |
| Mar 2021 | $291M | $286.3M | $4.7M | 11 | 7 |
| Jan 2021 | $291M | $286.3M | $4.7M | 11 | 7 |
| Oct 2020 | $291M | $286.3M | $4.7M | 10 | 7 |
| Jun 2020 | $291M | $286.3M | $4.7M | 11 | 7 |
| Jun 2020 | $291M | $286.3M | $4.7M | 11 | 7 |
| May 2020 | $291M | $286.3M | $4.7M | 11 | 7 |
| Apr 2020 | $291M | $286.3M | $4.7M | 11 | 7 |
| Mar 2020 | $291M | $286.3M | $4.7M | 11 | 7 |
| Mar 2020 | $291M | $286.3M | $4.7M | 11 | 7 |
| Mar 2020 | $291M | $286.3M | $4.7M | 11 | 7 |
| Feb 2020 | $218.3M | $212.4M | $5.9M | 11 | 6 |
| Feb 2020 | $218.3M | $212.4M | $5.9M | 10 | 6 |
| Dec 2019 | $218.3M | $212.4M | $5.9M | 9 | 6 |
| Nov 2019 | $218.3M | $212.4M | $5.9M | 10 | 6 |
| Oct 2019 | $218.3M | $212.4M | $5.9M | 11 | 6 |
| Jun 2019 | $218.3M | $212.4M | $5.9M | 12 | 6 |
| Apr 2019 | $218.3M | $212.4M | $5.9M | 13 | 6 |
| Mar 2019 | $218.3M | $212.4M | $5.9M | 11 | 6 |
| Mar 2019 | $218.3M | $212.4M | $5.9M | 10 | 6 |
| Mar 2019 | $229.1M | $221.5M | $7.5M | 10 | 0 |
| Feb 2019 | $229.1M | $221.5M | $7.5M | 10 | 0 |
| Feb 2019 | $229.1M | $221.5M | $7.5M | 10 | 0 |
| Jan 2019 | $229.1M | $221.5M | $7.5M | 11 | 0 |
| Nov 2018 | $229.1M | $221.5M | $7.5M | 12 | 0 |
| Oct 2018 | $211.8M | $208.7M | $3.2M | 11 | 0 |
| Oct 2018 | $211.8M | $208.7M | $3.2M | 12 | 0 |
| Oct 2018 | $211.8M | $208.7M | $3.2M | 12 | 0 |
| Sep 2018 | $211.8M | $208.7M | $3.2M | 13 | 0 |
| Aug 2018 | $211.8M | $208.7M | $3.2M | 12 | 0 |
| Aug 2018 | $211.8M | $208.7M | $3.2M | 12 | 0 |
| Aug 2018 | $211.8M | $208.7M | $3.2M | 12 | 0 |
| Jun 2018 | $211.8M | $208.7M | $3.2M | 13 | 0 |
| May 2018 | $211.8M | $208.7M | $3.2M | 12 | 0 |
| Apr 2018 | $211.8M | $208.7M | $3.2M | 12 | 0 |
| Apr 2018 | $211.8M | $208.7M | $3.2M | 12 | 0 |
| Mar 2018 | $211.8M | $208.7M | $3.2M | 12 | 0 |
| Mar 2018 | $211.8M | $208.7M | $3.2M | 13 | 0 |
| Jan 2018 | $160M | $60M | $100M | 13 | 0 |
| Dec 2017 | $160M | $60M | $100M | 13 | 0 |
| Dec 2017 | $160M | $60M | $100M | 13 | 0 |
| Dec 2017 | $160M | $60M | $100M | 13 | 0 |
| Nov 2017 | $160M | $60M | $100M | 13 | 0 |
| Oct 2017 | $0 | $0 | $0 | 13 | 0 |
| Oct 2017 | $0 | $0 | $0 | 11 | 0 |
| Sep 2017 | $0 | $0 | $0 | 11 | 0 |
| Sep 2017 | $0 | $0 | $0 | 11 | 0 |
| Aug 2017 | $0 | $0 | $0 | 11 | 0 |
DateNov 2025
Total AUM$776.2M
Discretionary$768.2M
Non-Disc.$7.9M
Employees22
Clients15
DateMay 2025
Total AUM$776.2M
Discretionary$768.2M
Non-Disc.$7.9M
Employees22
Clients15
DateMay 2025
Total AUM$776.2M
Discretionary$768.2M
Non-Disc.$7.9M
Employees22
Clients15
DateMar 2025
Total AUM$776.2M
Discretionary$768.2M
Non-Disc.$7.9M
Employees22
Clients15
DateFeb 2025
Total AUM$776.2M
Discretionary$768.2M
Non-Disc.$7.9M
Employees23
Clients15
DateJun 2024
Total AUM$665.1M
Discretionary$648.4M
Non-Disc.$16.6M
Employees22
Clients20
DateMay 2024
Total AUM$665.1M
Discretionary$648.4M
Non-Disc.$16.6M
Employees21
Clients20
DateApr 2024
Total AUM$665.1M
Discretionary$648.4M
Non-Disc.$16.6M
Employees21
Clients20
DateMar 2024
Total AUM$665.1M
Discretionary$648.4M
Non-Disc.$16.6M
Employees20
Clients20
DateNov 2023
Total AUM$562M
Discretionary$556.3M
Non-Disc.$5.7M
Employees20
Clients14
DateAug 2023
Total AUM$562M
Discretionary$556.3M
Non-Disc.$5.7M
Employees21
Clients14
DateJul 2023
Total AUM$562M
Discretionary$556.3M
Non-Disc.$5.7M
Employees20
Clients14
DateApr 2023
Total AUM$562M
Discretionary$556.3M
Non-Disc.$5.7M
Employees19
Clients14
DateMar 2023
Total AUM$562M
Discretionary$556.3M
Non-Disc.$5.7M
Employees19
Clients14
DateAug 2022
Total AUM$518M
Discretionary$512M
Non-Disc.$6M
Employees19
Clients14
DateMar 2022
Total AUM$518M
Discretionary$512M
Non-Disc.$6M
Employees18
Clients14
DateNov 2021
Total AUM$501.7M
Discretionary$495.9M
Non-Disc.$5.8M
Employees16
Clients8
DateOct 2021
Total AUM$501.7M
Discretionary$495.9M
Non-Disc.$5.8M
Employees16
Clients8
DateAug 2021
Total AUM$501.7M
Discretionary$495.9M
Non-Disc.$5.8M
Employees16
Clients8
DateJul 2021
Total AUM$332.5M
Discretionary$327.4M
Non-Disc.$5.1M
Employees16
Clients8
DateMay 2021
Total AUM$332.5M
Discretionary$327.4M
Non-Disc.$5.1M
Employees16
Clients8
DateApr 2021
Total AUM$332.5M
Discretionary$327.4M
Non-Disc.$5.1M
Employees16
Clients8
DateMar 2021
Total AUM$332.5M
Discretionary$327.4M
Non-Disc.$5.1M
Employees16
Clients8
DateMar 2021
Total AUM$332.5M
Discretionary$327.4M
Non-Disc.$5.1M
Employees16
Clients8
DateMar 2021
Total AUM$332.5M
Discretionary$327.4M
Non-Disc.$5.1M
Employees16
Clients8
DateMar 2021
Total AUM$291M
Discretionary$286.3M
Non-Disc.$4.7M
Employees12
Clients7
DateMar 2021
Total AUM$291M
Discretionary$286.3M
Non-Disc.$4.7M
Employees11
Clients7
DateJan 2021
Total AUM$291M
Discretionary$286.3M
Non-Disc.$4.7M
Employees11
Clients7
DateOct 2020
Total AUM$291M
Discretionary$286.3M
Non-Disc.$4.7M
Employees10
Clients7
DateJun 2020
Total AUM$291M
Discretionary$286.3M
Non-Disc.$4.7M
Employees11
Clients7
DateJun 2020
Total AUM$291M
Discretionary$286.3M
Non-Disc.$4.7M
Employees11
Clients7
DateMay 2020
Total AUM$291M
Discretionary$286.3M
Non-Disc.$4.7M
Employees11
Clients7
DateApr 2020
Total AUM$291M
Discretionary$286.3M
Non-Disc.$4.7M
Employees11
Clients7
DateMar 2020
Total AUM$291M
Discretionary$286.3M
Non-Disc.$4.7M
Employees11
Clients7
DateMar 2020
Total AUM$291M
Discretionary$286.3M
Non-Disc.$4.7M
Employees11
Clients7
DateMar 2020
Total AUM$291M
Discretionary$286.3M
Non-Disc.$4.7M
Employees11
Clients7
DateFeb 2020
Total AUM$218.3M
Discretionary$212.4M
Non-Disc.$5.9M
Employees11
Clients6
DateFeb 2020
Total AUM$218.3M
Discretionary$212.4M
Non-Disc.$5.9M
Employees10
Clients6
DateDec 2019
Total AUM$218.3M
Discretionary$212.4M
Non-Disc.$5.9M
Employees9
Clients6
DateNov 2019
Total AUM$218.3M
Discretionary$212.4M
Non-Disc.$5.9M
Employees10
Clients6
DateOct 2019
Total AUM$218.3M
Discretionary$212.4M
Non-Disc.$5.9M
Employees11
Clients6
DateJun 2019
Total AUM$218.3M
Discretionary$212.4M
Non-Disc.$5.9M
Employees12
Clients6
DateApr 2019
Total AUM$218.3M
Discretionary$212.4M
Non-Disc.$5.9M
Employees13
Clients6
DateMar 2019
Total AUM$218.3M
Discretionary$212.4M
Non-Disc.$5.9M
Employees11
Clients6
DateMar 2019
Total AUM$218.3M
Discretionary$212.4M
Non-Disc.$5.9M
Employees10
Clients6
DateMar 2019
Total AUM$229.1M
Discretionary$221.5M
Non-Disc.$7.5M
Employees10
Clients0
DateFeb 2019
Total AUM$229.1M
Discretionary$221.5M
Non-Disc.$7.5M
Employees10
Clients0
DateFeb 2019
Total AUM$229.1M
Discretionary$221.5M
Non-Disc.$7.5M
Employees10
Clients0
DateJan 2019
Total AUM$229.1M
Discretionary$221.5M
Non-Disc.$7.5M
Employees11
Clients0
DateNov 2018
Total AUM$229.1M
Discretionary$221.5M
Non-Disc.$7.5M
Employees12
Clients0
DateOct 2018
Total AUM$211.8M
Discretionary$208.7M
Non-Disc.$3.2M
Employees11
Clients0
DateOct 2018
Total AUM$211.8M
Discretionary$208.7M
Non-Disc.$3.2M
Employees12
Clients0
DateOct 2018
Total AUM$211.8M
Discretionary$208.7M
Non-Disc.$3.2M
Employees12
Clients0
DateSep 2018
Total AUM$211.8M
Discretionary$208.7M
Non-Disc.$3.2M
Employees13
Clients0
DateAug 2018
Total AUM$211.8M
Discretionary$208.7M
Non-Disc.$3.2M
Employees12
Clients0
DateAug 2018
Total AUM$211.8M
Discretionary$208.7M
Non-Disc.$3.2M
Employees12
Clients0
DateAug 2018
Total AUM$211.8M
Discretionary$208.7M
Non-Disc.$3.2M
Employees12
Clients0
DateJun 2018
Total AUM$211.8M
Discretionary$208.7M
Non-Disc.$3.2M
Employees13
Clients0
DateMay 2018
Total AUM$211.8M
Discretionary$208.7M
Non-Disc.$3.2M
Employees12
Clients0
DateApr 2018
Total AUM$211.8M
Discretionary$208.7M
Non-Disc.$3.2M
Employees12
Clients0
DateApr 2018
Total AUM$211.8M
Discretionary$208.7M
Non-Disc.$3.2M
Employees12
Clients0
DateMar 2018
Total AUM$211.8M
Discretionary$208.7M
Non-Disc.$3.2M
Employees12
Clients0
DateMar 2018
Total AUM$211.8M
Discretionary$208.7M
Non-Disc.$3.2M
Employees13
Clients0
DateJan 2018
Total AUM$160M
Discretionary$60M
Non-Disc.$100M
Employees13
Clients0
DateDec 2017
Total AUM$160M
Discretionary$60M
Non-Disc.$100M
Employees13
Clients0
DateDec 2017
Total AUM$160M
Discretionary$60M
Non-Disc.$100M
Employees13
Clients0
DateDec 2017
Total AUM$160M
Discretionary$60M
Non-Disc.$100M
Employees13
Clients0
DateNov 2017
Total AUM$160M
Discretionary$60M
Non-Disc.$100M
Employees13
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0