RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
D•••• E••• H••••••••
- Title
- Managing Partner, Financial Advisor, Investment Advisor Representativereportedwestpointwealth.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/david-herwerdenreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
- Professional profile
- linkedin.com/in/david-herwerdenreportedwestpointwealth.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- W•••••••• W••••• M••••••••• L•• independent RIA currentsince Oct 14, 2020 · Berea, Oh
- G•••• I••••••••• L•• state registeredNov 19, 2020 to Jun 17, 2022 · Valley City, Oh
- A••• W••••• M••••••••• L•• state registeredSep 11, 2019 to Aug 17, 2020 · Westlake, Oh
- C••••• A•••••• N••••••• L•• formerFeb 2, 2017 to Oct 3, 2019 · Berea, Oh
- A••••••• A••••••• S••••••• formerMar 8, 2016 to Feb 6, 2017 · Lincoln, Ne
- G•••• I••••••••• L•• to no registered destinationleft Jun 17, 2022 · Departure, no registered destination
- A••• W••••• M••••••••• L•• to W•••••••• W••••• M••••••••• L••left Aug 17, 2020, registered Oct 14, 2020 (58 days) · Other · moved with a team
- C••••• A•••••• N••••••• L•• to A••• W••••• M••••••••• L••left Oct 3, 2019, registered Sep 11, 2019 (-22 days) · Affiliated broker-dealer or bank to a state-registered adviser · moved with a team
- A••••••• A••••••• S••••••• to C••••• A•••••• N••••••• L••left Feb 6, 2017, registered Feb 2, 2017 (-4 days) · Other · moved with a team
- D•••• E••• H•••••••• no longer registered at G•••• I••••••••• L••; no later IA registration on IAPDJun 17, 2022 · a•••••• departure · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address