LAKE POINT WEALTH MANAGEMENT

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Lake Point Wealth Management is based out of Rockwall. Lake Point Wealth Management is a large advisory firm with 767 clients and discretionary assets under management (AUM) of $222,258,861 (Form ADV from 2018-12-05). Their last reported 13F filing for Q4 2018 included $161,437,000 in managed 13F securities and a top 10 holdings concentration of 38.49%. Lake Point Wealth Management's largest holding is iShares Core S&P 500 ETF with shares held of 86,646. Whalewisdom has at least 1 13F filings

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12/31/2018

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12/31/2018

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

LAKE POINT WEALTH MANAGEMENT, LLC
1 HORIZON COURT
HEATH TX    75032
Country: United States

Business Phone: 214-771-3363 EXT 1000
Fax: 469-402-0698
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: TX
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 767
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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LAKE POINT WEALTH MANAGEMENT, LLC

ownership team - last updated 2018-12-05
Name Title Start Date Direct/Indirect % Ownership
JOHNSON, HOWARD, REID OWNER 01/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
LAKE POINT WEALTH MANAGEMENT, LLC OWNER direct 2014-01-01
Reville, Brittany, Nicole CHIEF COMPLIANCE OFFICER 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
LAKE POINT WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2018-03-01

LAKE POINT WEALTH MANAGEMENT, LLC

ownership team - last updated 2018-05-30
Name Title Start Date Direct/Indirect % Ownership
JOHNSON, HOWARD, REID OWNER 01/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
LAKE POINT WEALTH MANAGEMENT, LLC OWNER direct 2014-01-01
Reville, Brittany, Nicole CHIEF COMPLIANCE OFFICER 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
LAKE POINT WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2018-03-01

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