David Wassmuth
Central Point Wealth Management · Beavercreek Township, Ohio
David Wassmuth is a fee-only financial advisor at Central Point Wealth Management in Beavercreek Township, Ohio. David focuses on retirement planning. Central Point Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Central Point Wealth Management |
|---|---|
| Based in | Beavercreek Township, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.8M across 5 accounts |
| SEC registration | Investment adviser representative in OH · CRD 7878540 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.centralpointwealth.com |
| Profile |
How David's firm compares
- Central Point Wealth Management's average account is about $368,000, from its Form ADV (assets managed divided by 5 accounts).
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Questions about David
Is David Wassmuth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Central Point Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Central Point Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Wassmuth based?
David Wassmuth is based in Beavercreek Township, Ohio.
What does David specialize in?
David's specialties include retirement planning.
Is David Wassmuth registered with the SEC?
Yes. David Wassmuth is registered as an investment adviser representative in OH (CRD 7878540), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Central Point Wealth Management manage?
Central Point Wealth Management reports $1.8M across 5 accounts in assets under management.
How do I contact David Wassmuth?
Through David's website, www.centralpointwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Central Point Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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