Basepoint Wealth, Llc
- Regulatory AUM
- $884M
- Discretionary
- $875M
- Clients
- 1,263
- Avg AUM / client
- $700K
- Accounts
- 3,715
- Employees
- 24
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 981 | $279M | 31.6% |
| High net worth individuals | 261 | $541M | 61.2% |
| Pension and profit sharing plans | 12 | $50.0M | 5.66% |
| Charitable organizations | 5 | $9.3M | 1.05% |
| Corporations and other businesses | 4 | $4.1M | 0.46% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ob Gyn Associates, P.C. Profit Sharing Plan Ob Gyn Associates, P.C. | 2024 | |
| Mount Mercy University 401(k) Plan Mount Mercy University | 2024 |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bryan Jennings Knudson | Member, Senior Wealth Advisor | CFP | Aug 2017 (9y) | 5% – 10% |
| Katherine Emma Kula | Member, Chief Compliance Officer | Aug 2017 (9y) | Less than 5% | |
| Kathryn Marsh Wallace | Managing Member, Senior Wealth Advisor | CFP Chartered Financial Consultant | Aug 2017 (9y) | 25% – 50% |
| Landis Tyler Wiley | Member, Senior Wealth Advisor | CFP | Aug 2017 (9y) | 10% – 25% |
| William Allen Wallace | Chief Investment Officer And Managing Member" | CFP Personal Financial Specialist CFA | Aug 2017 (9y) | 25% – 50% |
| Shayne Michael Boles | Registered representative | CFP | Jun 2018 (8y) | |
| Scott Michael Cooley | Registered representative | CFP Chartered Financial Consultant | Sep 2018 (8y) | |
| Kirk Allen Sadilek | Registered representative | CFP Chartered Financial Consultant | Jan 2021 (6y) | |
| Ryan Robert Watermiller | Registered representative | CFP | Mar 2021 (5y) | |
| Keith Carl Pochobradsky | Registered representative | Sep 2022 (4y) | ||
| Ronald Lee Detweiler | Registered representative | Feb 2024 (2y) | ||
| Amber Elizabeth Hunt | Registered representative | Mar 2025 (1y) | ||
| Ryan Maurice Turner | Registered representative | May 2025 (1y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ob Gyn Associates, P.C. Profit Sharing Plan | Ob Gyn Associates, P.C. | 106 | $33.5M | 01/01/2024 |
| Mount Mercy University 401(k) Plan | Mount Mercy University | 227 | $26.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/06/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Pershing $592M (67% of AUM) Feb 2026
- National Financial Services (Fidelity) $200M (23% of AUM) Feb 2026
- Fidelity Brokerage Services $52.2M (10% of AUM) Aug 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 06, 2026.
View current Form ADV (SEC/IAPD) ↗