Lake Point Wealth Management is an investment advisor in Heath.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
465672761
SEC advisor number
801-110687
FINRA CRD number
170398
Employees
16
(9 investment advisory or research)
Address
Lake Point Wealth Management
1 HORIZON COURT, SUITE A
ROCKWALL
TX 75032
1 HORIZON COURT, SUITE A
ROCKWALL
TX 75032
Office hours
Monday - Friday, 8:30 TO 6:00
Phone
2147713363
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Johnson, Howard, Reid | Owner, Chief Compliance Officer | 01/2014 | < 5% |
Emrich, Robert, E | Chief Investment Officer | 03/2020 | < 5% |
Mercer Global Advisors Inc. | Parent Company | 09/2021 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
17 May 22
13F-HR
Quarterly holdings report by institutional manager
23 Feb 22
13F-HR
Quarterly holdings report by institutional manager
21 Oct 21
13F-HR
Quarterly holdings report by institutional manager
4 Aug 21
13F-HR
Quarterly holdings report by institutional manager
18 May 20
13F-HR
Quarterly holdings report by institutional manager
13 Feb 20
13F-HR
Quarterly holdings report by institutional manager
7 Aug 19
13F-HR/A
Quarterly holdings report by institutional manager (amended)
7 Aug 19
13F-HR/A
Quarterly holdings report by institutional manager (amended)
7 Aug 19