OAK POINT WEALTH MANAGEMENT, LLC

OAK POINT WEALTH MANAGEMENT, LLC of PORTAGE, MI is an SEC-registered investment adviser (CRD 286152). Regulatory assets under management: $135.3M.

Registration

• CRD: 286152
• SEC file number: 801-110443
• Type: Registered investment adviser
• Location: 721 WEST CENTRE AVENUE, PORTAGE, MI, 49024
• Phone: (269)532-1901
• Latest filing: 2018-03-12
• Regulatory AUM: $135.3M
• Discretionary AUM: $135.3M
• Clients: 5
• Accounts: 1,090

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• CRD 286152 on SEC IAPD (source of record)
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