# OAK POINT WEALTH MANAGEMENT, LLC

OAK POINT WEALTH MANAGEMENT, LLC of PORTAGE, MI is an SEC-registered investment adviser.

## Registration

- CRD: 286152
- Type: SEC-registered investment adviser
- SEC file number: 801-110443
- 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)

| Name | Role | Location |
| --- | --- | --- |
| KNOWLTON JOHN THOMAS | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| KEHOE THOMAS DENNIS | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286152/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286152/similar
- Related entities: https://search.stillhousedata.com/firm/286152/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286152

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.