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RIA / WealthAdvisor10 years in industry

ANDREAS CONSTANTINE KOUSTIS

Advisor at WESTPOINT WEALTH MANAGEMENT, LLC

BEREA, OH | WESTLAKE, OH

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Search this name across graphsid dfx:ria:c927e9f2-6bb8-e8d5-aa06-153396581917

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 21, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WESTPOINT WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 21, 2016
First registration: Jan 21, 2016
Dual registered: no
Other names: ANDY KOUSTIS
IAPD individual key: 6424568

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WESTPOINT WEALTH MANAGEMENT, LLC	Independent wealth	Sep 7, 2023	n/a	yes	BEREA, OH\|WESTLAKE, OH	Current employment
BEACH BENEFITS GROUP	n/a	May 16, 2019	Dec 31, 2025	no	NORTH OLMSTED, OH	Previous registration
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Oct 9, 2017	May 17, 2019	no	BEACHWOOD, OH	Previous registration
MORGAN STANLEY	Wirehouse	Jan 21, 2016	Oct 10, 2017	no	Westlake, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BEACH BENEFITS GROUP	WESTPOINT WEALTH MANAGEMENT, LLC	Dec 31, 2025	Sep 7, 2023	-846	Firm change after gap	Other
OPPENHEIMER & CO. INC.	BEACH BENEFITS GROUP	May 17, 2019	May 16, 2019	-1	Firm change	Other
MORGAN STANLEY	OPPENHEIMER & CO. INC.	Oct 10, 2017	Oct 9, 2017	-1	Firm change	Other

Relationships

Registered with (4)

→ WESTPOINT WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Sep 7, 2023 to presentfactForm ADV
→ BEACH BENEFITS GROUPRegistered adviserregistration: previous registration
May 16, 2019 to Dec 31, 2025factForm ADV
→ OPPENHEIMER & CO. INC.Registered adviserregistration: previous registration
Oct 9, 2017 to May 17, 2019factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jan 21, 2016 to Oct 10, 2017factForm ADV

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
Andreas Constantine Koustis left Beach Benefits Group for Westpoint Wealth Management, Llc (registered 2023-09-07)
Form ADVobserved 4 days ago