LAKE POINT WEALTH MANAGEMENT, LLC
CRD #170398 SEC #801-110687 HEATH, TX 214-771-3363 EXT 1000
SEC Registered
Total AUM
--
Discretionary
--
Employees
16
Clients
--
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2021 | $347.3M | $332M | $15.3M | 19 | 1,357 |
| Oct 2021 | $347.3M | $332M | $15.3M | 19 | 1,357 |
| Aug 2021 | $347.3M | $332M | $15.3M | 19 | 1,357 |
| Jun 2021 | $347.3M | $332M | $15.3M | 19 | 1,357 |
| Aug 2020 | $291.1M | $291.1M | $0 | 9 | 0 |
| Jun 2020 | $291.1M | $291.1M | $0 | 9 | 0 |
| May 2020 | $291.1M | $291.1M | $0 | 9 | 0 |
| Mar 2020 | $291.1M | $291.1M | $0 | 9 | 0 |
| Aug 2019 | $258.1M | $258.1M | $0 | 13 | 0 |
| Mar 2019 | $258.1M | $258.1M | $0 | 13 | 0 |
| Dec 2018 | $222.3M | $222.3M | $0 | 11 | 0 |
| Aug 2018 | $222.3M | $222.3M | $0 | 11 | 0 |
| Jul 2018 | $222.3M | $222.3M | $0 | 11 | 0 |
| May 2018 | $222.3M | $222.3M | $0 | 11 | 0 |
| Apr 2018 | $222.3M | $222.3M | $0 | 11 | 0 |
| Mar 2018 | $222.3M | $222.3M | $0 | 11 | 0 |
| May 2017 | $132.7M | $132.7M | $0 | 14 | 400 |
DateNov 2021
Total AUM$347.3M
Discretionary$332M
Non-Disc.$15.3M
Employees19
Clients1,357
DateOct 2021
Total AUM$347.3M
Discretionary$332M
Non-Disc.$15.3M
Employees19
Clients1,357
DateAug 2021
Total AUM$347.3M
Discretionary$332M
Non-Disc.$15.3M
Employees19
Clients1,357
DateJun 2021
Total AUM$347.3M
Discretionary$332M
Non-Disc.$15.3M
Employees19
Clients1,357
DateAug 2020
Total AUM$291.1M
Discretionary$291.1M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$291.1M
Discretionary$291.1M
Non-Disc.$0
Employees9
Clients0
DateMay 2020
Total AUM$291.1M
Discretionary$291.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$291.1M
Discretionary$291.1M
Non-Disc.$0
Employees9
Clients0
DateAug 2019
Total AUM$258.1M
Discretionary$258.1M
Non-Disc.$0
Employees13
Clients0
DateMar 2019
Total AUM$258.1M
Discretionary$258.1M
Non-Disc.$0
Employees13
Clients0
DateDec 2018
Total AUM$222.3M
Discretionary$222.3M
Non-Disc.$0
Employees11
Clients0
DateAug 2018
Total AUM$222.3M
Discretionary$222.3M
Non-Disc.$0
Employees11
Clients0
DateJul 2018
Total AUM$222.3M
Discretionary$222.3M
Non-Disc.$0
Employees11
Clients0
DateMay 2018
Total AUM$222.3M
Discretionary$222.3M
Non-Disc.$0
Employees11
Clients0
DateApr 2018
Total AUM$222.3M
Discretionary$222.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2018
Total AUM$222.3M
Discretionary$222.3M
Non-Disc.$0
Employees11
Clients0
DateMay 2017
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees14
Clients400