Lake Point Wealth Management

Lake Point Wealth Management manages 3473 million and provides investment advisory services for 1357 clients 1124 advisorclient ratio. Our President Founder Reid Johnson participated in their 2021 Ask the Expert picks.

We Offer These Retirement Planning Services Annuities Life Insurance Infinite Banki Retirement Planning Saving For Retirement Social Security Benefits

Lake Point Wealth Management is based out of Rockwall.

Lake point wealth management. No investment strategy can guarantee a profit or protect against loss in periods of. Lake Point offers comprehensive wealth management to mass affluent and high-net-worth individuals families and their businesses. Investing involves risk including the potential loss of principal.

LPWMs staff includes a chartered market technician CMT and an accredited investment fiduciary AIF. Investing involves risk including the potential loss of principal. Check out Living Magazine for a familiar face in their June 2021 issue.

Reid and his team of 19 staff members will be. Our Approach to Wealth Management. Top 5 stock holdings are XVOL IVOL IHDG SMMD IEMG and represent 7879 of Lake Point Wealth Managements stock portfolio.

Their last reported 13F filing for Q3 2021 included 216986000 in managed 13F securities and a top 10 holdings concentration. Lake Point Wealth Management initiated holding in SPDR SP Bank ETF. Lake Point was founded in 2007 by Reid Johnson.

XVOL IVOL SMMD IEMG IHDG IAU GE. When it comes to compensation arrangements LPWM charges asset-based fees and fixed fees. Making good investments is only part of wealth management.

They manage 347275360 in 2247 accounts and serve the financial needs of clients across 3 states or territories. At Lake Point Advisors we know that you want to feel secure in your financial future and educated on the options available to you. Lake Point was founded in 2007 by Reid Johnson.

The wealth management experts at Lake Point Advisory Group have experience in retirement planning investments and life insurance. No investment strategy can guarantee a profit or protect against loss in periods of. Lake Point serves clients with assets under management advisement collectively AUM of approximately 700 million.

SEC Filings for Lake Point Wealth Management CIK No. The amount of assets the firm manages places it among the mid-sized firms in the. Investment Advisory services offered through Lake Point Wealth Management LLC an SEC registered investment advisory firm.

In aggregate Lake Point Wealth Management LLC oversees 291 million in assets covering 2158 client accounts and employs nine staff members. The holding were 8163 shares as of 2021-09-30. Lake Point Wealth Management registered in 2017 serves 3 states with a licensed staff of 11 advisors.

LAKE POINT WEALTH MANAGEMENT LLC CRD 170398SEC. Lake Point Wealth Management LLC LPWM is a fee-based firm based in Rockwall Texas. Reid and his team of.

Lake Point Wealth Management. Insurance services offered through Lake Point Advisory Group LLC. Lake Point Advisory Group.

The impact to a portfolio due to this purchase was 001. Lake Point was founded in 2007 by Reid Johnson. Lake Point Wealth Management LLC CRD 170398 is a financial advisory firm headquartered in Heath TX.

Lake Point offers comprehensive wealth management to mass affluent and high-net-worth individuals families and their businesses. Investment Advisory services offered through Lake Point Wealth Management LLC an SEC registered investment advisory firm. Insurance services offered through Lake Point Advisory Group LLC.

In order to do that you need sound advice from a partner you can trust. Investment Advisory services offered through Lake Point Wealth Management LLC an SEC registered investment advisory firm. The purchase prices were between 4696 and 5365 with an estimated average price of 5054.

Lake Point offers comprehensive wealth management to mass affluent and high-net-worth individuals families. Reid and his team of 19 staff members will be. Mercer Advisors is acquiring Lake Point Advisory Group a wealth management firm with about 700 million in assets under management based in the Dallas-Fort Worth area.

Eagle Point Income Co Inc. The problem is advisors you have met with previously have been focused on a singular investment approach. June 9 at 811 AM.

Lake Point Wealth Management. Investing involves risk including the potential loss of principal. Latest statistics and disclosures from Lake Point Wealth Managements latest quarterly 13F-HR filing.

Reid and his team of. Lake Point Wealth Management Background. Visit the SECs Investment Adviser Public Disclosure website for more information on this individual.

Lake Point Wealth Management LLC provides financial advisory services. Our knowledge encompasses key aspects of wealth management such as investment advice. Lake Point was founded in 2007 by Reid Johnson.

Lake Point serves clients with assets under management advisement collectively AUM of approximately 700 million. Lake Point Wealth Management LLC is headquartered in Rockwall Texas and operates out of 10 additional offices in the country. The stock is now traded at around 56550000.

The Company offers retirement financial and insurance planning as well as wealth and risk management services to. Reid covers the basics of finding a financial advisor to help you build your dream retirement. Insurance services offered through Lake Point Advisory Group LLC.

Added to shares of these 10 stocks. Jun 2019 Jan 2020 Sep 2020 May 2021 Form 13F-HR Form 13F-HRA. Lake Point Wealth Management is a large advisory firm with 1357 clients and discretionary assets under management AUM of 331961717 Form ADV from 2021-10-07.

Lake Point offers comprehensive wealth management to mass affluent and high-net-worth individuals families. 801-110687 Alternate NamesLAKE POINT ADVISORY GROUPLAKE POINT ADVISORY GROUP LLCLAKE POINT ADVISORY GROUP PLLCLAKE POINT WEALTH MANAGEMENT LLC. Lake Point offers comprehensive wealth management to mass affluent and high-net-worth individuals families and their businesses.

LPWM serves both individual and institutional clients. The firms total assets under management places it among the mid-sized. Lake Point Wealth Management LLC is located in Rockwall Texas and has 10 other locations throughout the United States.

No investment strategy can guarantee a profit or protect against loss in periods of. N-2 - Closed-End Investment Company. Lake Point offers comprehensive wealth management to mass affluent and high-net-worth individuals families and their businesses.

In aggregate Lake Point Wealth Management LLC oversees 291 million in assets throughout 2158 client accounts and retains nine staff members.

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