Oak Point Wealth Management LLC

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Assets, Funds, Holdings

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Oak Point Wealth Management LLC
CRD #286152
SEC #801-110443
CIK #1709443
AUM $135.3 MM (100% Disc, 100% US)
Employees5 (100% Investors, 80% Brokers)
Phone269-532-1901
Address721 West Centre Avenue
Portage, MI 49024
Source IAPDexternal EDGARexternal Websiteexternal LinkedInexternal Facebookexternal
Total AUM ($BB)
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