Andreas Constantine Koustis
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.
- Westpoint Wealth Management, LLCSep 2023 to now
- Axios Financial Services LLCFeb 2019 to now
- Beach Benefits GroupMar 2019 to Dec 2025
- Oppenheimer & Co. Inc.Oct 2017 to May 2019
- Morgan Stanley Private Bank, National AssociationJan 2016 to Oct 2017
- Morgan Stanley Smith Barney LLCNov 2015 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 6424568
- Firm CRD
- 310883