Frederick Joshua Kerestury
Investment adviser representative at Westpoint Wealth Management, LLC
6 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
6 years in the industry.
- Westpoint Wealth Management, LLCMar 2020 to now
- Amfg Wealth Management LLCMar 2020 to Aug 2020
- AXA Advisors, LLCJul 2014 to Mar 2020
Exams passed
- 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
- 5852271
- Firm CRD
- 310883