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Basepoint Wealth LLC Logo
Basepoint Wealth LLC Growth Score
84
CB Rank
1065769
Heat Score
58
Basepoint Wealth is a fee-only Registered Investment Advisory firm, regulated by the Securities and Exchange Commission (SEC).
Founded
obfuscation
Private Cedar Rapids, Iowa, United States11-50 www.basepointwealth.com/
Finance
Financial Services
Wealth Management
Overview

Basepoint Wealth LLC
Growth Score
84
Heat Score
58

Growth Score84
-3 pts
in past quarter
Heat Score 58
-10 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Basepoint Wealth LLC

CB Rank
1065769
Basepoint Wealth is a fee-only Registered Investment Advisory firm, regulated by the Securities and Exchange Commission (SEC).
Founded
obfuscation
Private Cedar Rapids, Iowa, United States11-50 www.basepointwealth.com/
Finance
Financial Services
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Phone Number 319-826-1898
Contact Email info@basepointwealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service to develop customized financial strategies based on individual goals and circumstances.
Investment Management
A service that designs, monitors, and actively manages investment portfolios tailored to client needs.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 20

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

1,123
6.34%
 in past month

Interest Signals

TopicSurge Score
Clinical Services Logo
Clinical Services
65

Total IP

2Basepoint Wealth LLC has registered 2 trademarks with the most popular class being 'Insurance; financial affairs', according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Basepoint Wealth LLC's headquarters? Basepoint Wealth LLC is located in Cedar Rapids, Iowa, United States.Who are Basepoint Wealth LLC's competitors? Alternatives and possible competitors to Basepoint Wealth LLC may include Creative Planning, HighTower Advisors, and  CAPTRUST.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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