David Earl Herwerden
Investment adviser representative at Westpoint Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$106MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- City of Middleburg Heights, OhioFeb 2026 to now
- Westpoint Wealth Management, LLCOct 2015 to now
- Gross Investments LLCNov 2020 to Jun 2022
- Amfg Wealth ManagementSep 2019 to Aug 2020
- Cetera Advisor NetworksFeb 2017 to Oct 2019
- Ameritas Investment CorpMar 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Westpoint Wealth Management, LLC
$106MAssets managed
582Clients
8Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4924551
- Firm CRD
- 310883