Investment adviser · CRD 170398

LAKE POINT WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

HEATH, TX, United States · Form ADV filed May 18, 2022

Employees
16
Reported in this filing
Advisory professionals
9
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 18, 2022. View historical filings

Reported services

Individual portfolio management · Educational seminars

Compensation

Percentage of assets

Principal office

1 HORIZON COURT
HEATH, TX, 75032, United States

CRD 170398

Filing source

Form ADV 1652749 · May 18, 2022 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.