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Building 2OAK POINT WEALTH MANAGEMENT, LLC

Map pinPORTAGE, MI
Phone(269)532-1901
NotebookSEC #801-110443
Total AUM
$135.3M
Employees
5
Clients
550

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
721 WEST CENTRE AVENUE
PORTAGE
MI 49024
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
(269)532-1901
Other Offices
1

ReceiptFinancials

Total AUM
$135.3M
Accounts
1,090
Discretionary
$135.3M
Accounts
1,090
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
525
AUM
$100.3M
HNW Individual Clients
25
AUM
$35M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINMIOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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