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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 12, 2018
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KNOWLTON, JOHN, THOMAS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| KNOWLTON, JOHN, THOMAS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| KNOWLTON, JOHN, THOMAS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| KNOWLTON, JOHN, THOMAS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| KNOWLTON, JOHN, THOMAS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| KEHOE, THOMAS, DENNIS | I | MEMBER | C | Control |
| KEHOE, THOMAS, DENNIS | I | MEMBER | B | Control |
| KEHOE, THOMAS, DENNIS | I | MEMBER | B | Control |
| KEHOE, THOMAS, DENNIS | I | MEMBER | B | Control |
| KEHOE, THOMAS, DENNIS | I | MEMBER | B | Control |
Registrations
Federal
IA
Mar 12, 2018 REGISTERED
Notice Filings (5)
FL IN MI OH TX
Address
721 WEST CENTRE AVENUEPORTAGE, MI 49024
United States
Phone: (269)532-1901