OAK POINT WEALTH MANAGEMENT, LLC
CRD #286152 SEC #801-110443 PORTAGE, MI (269)532-1901
SEC Registered
Total AUM
$135.3M
Discretionary
$135.3M
Employees
5
Clients
251
Accounts
1,090
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $135.3M | $135.3M | $0 | 5 | 10 |
| Jul 2017 | $126.5M | $126.5M | $0 | 7 | 600 |
| Jun 2017 | $0 | $0 | $0 | 7 | 0 |
| Apr 2017 | $0 | $0 | $0 | 7 | 0 |
| Apr 2017 | $0 | $0 | $0 | 7 | 0 |
DateMar 2018
Total AUM$135.3M
Discretionary$135.3M
Non-Disc.$0
Employees5
Clients10
DateJul 2017
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees7
Clients600
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0