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
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 17, 2022
- Branch Offices
- 10
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Butler, Jeffery, Logan | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EMRICH, ROBERT, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EMRICH, ROBERT, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EMRICH, ROBERT, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EMRICH, ROBERT, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EMRICH, ROBERT, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EMRICH, ROBERT, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EMRICH, ROBERT, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EMRICH, ROBERT, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EMRICH, ROBERT, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EMRICH, ROBERT, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EMRICH, ROBERT, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EMRICH, ROBERT, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EMRICH, ROBERT, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, HOWARD, REID | I | OWNER | NA | Control |
| JOHNSON, HOWARD, REID | I | OWNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, HOWARD, REID | I | OWNER | NA | Control |
| JOHNSON, HOWARD, REID | I | OWNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, HOWARD, REID | I | OWNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, HOWARD, REID | I | OWNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| PATTON, JEAN, ELLEN | I | CHIEF OPERATING OFFICER | NA | Control |
| PATTON, JEAN, ELLEN | I | CHIEF OPERATING OFFICER | NA | Control |
| RAMIREZ, TIFFANY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Reville, Brittany, Nicole | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Reville, Brittany, Nicole | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Reville, Brittany, Nicole | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Reville, Brittany, Nicole | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Reville, Brittany, Nicole | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Reville, Brittany, Nicole | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Reville, Brittany, Nicole | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Reville, Brittany, Nicole | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Reville, Brittany, Nicole | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Reville, Brittany, Nicole | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Reville, Brittany, Nicole | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Reville, Brittany, Nicole | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, BRENT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, BRENT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, BRENT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, BRENT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, BRENT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JOSHUA, ISAIAH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WILSON, JOSHUA, ISAIAH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WILSON, JOSHUA, ISAIAH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WILSON, JOSHUA, ISAIAH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WILSON, JOSHUA, ISAIAH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WILSON, JOSHUA, ISAIAH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WILSON, JOSHUA, ISAIAH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WILSON, JOSHUA, ISAIAH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WILSON, JOSHUA, ISAIAH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WILSON, JOSHUA, ISAIAH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WILSON, JOSHUA, ISAIAH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, HOWARD, REID | I | OWNER | E | Control |
| JOHNSON, HOWARD, REID | I | OWNER | E | Control |
| JOHNSON, HOWARD, REID | I | OWNER | E | Control |
| JOHNSON, HOWARD, REID | I | OWNER | E | Control |
| JOHNSON, HOWARD, REID | I | OWNER | E | Control |
| JOHNSON, HOWARD, REID | I | OWNER | E | Control |
| JOHNSON, HOWARD, REID | I | OWNER | E | Control |
| JOHNSON, HOWARD, REID | I | OWNER | E | Control |
| JOHNSON, HOWARD, REID | I | OWNER | E | Control |
| JOHNSON, HOWARD, REID | I | OWNER | E | Control |
| JOHNSON, HOWARD, REID | I | OWNER | E | Control |
| JOHNSON, HOWARD, REID | I | OWNER | E | Control |
| JOHNSON, HOWARD, REID | I | OWNER | E | Control |
| JOHNSON, HOWARD, REID | I | OWNER | E | Control |
| JOHNSON, HOWARD, REID | I | OWNER | E | Control |
| JOHNSON, HOWARD, REID | I | OWNER | E | Control |
| JOHNSON, HOWARD, REID | I | OWNER | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
Registrations
Federal
IA
May 17, 2022 REGISTERED
Notice Filings (3)
AR TX UT
Address
1 HORIZON COURTHEATH, TX 75032
United States
Phone: 214-771-3363 EXT 1000