Oak Point Wealth Management info
Oak Point Wealth Management (SEC CIK 1709443) first filed with the SEC on 2018-01-09 (Form 13F-HR) and has filed 2 times since, including 2 Form 13F-HR quarterly holdings reports. It is organized in MI and registered at 721 W. CENTRE, PORTAGE, MI, 49024.
- Name: Value Oak Point Wealth Management.
- SEC CIK: Value 1709443.
- State of organization: Value MI.
- Business address: Value 721 W. CENTRE, PORTAGE, MI, 49024.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | Oak Point Wealth Management |
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| SEC CIK | 1709443 |
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| State of organization | MI |
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| Business address | 721 W. CENTRE, PORTAGE, MI, 49024 |
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| Mailing address | 721 W. CENTRE, PORTAGE, MI, 49024 |
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| Phone | 2695321901 |
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| Fiscal year end | December 17 |
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| Former names | None filed |
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SEC Filing History
| Field | Value |
|---|
| First SEC filing | 2018-01-09 (Form 13F-HR) |
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| Latest SEC filing | 2018-04-30 (Form 13F-HR) |
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| Filings on EDGAR | 2 |
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| First Form 13F-HR | 2018-01-09 (quarter ended 2017-12-31) |
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| Latest Form 13F-HR | 2018-04-30 (quarter ended 2018-03-31) |
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| Form 13F-HR filings | 2 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2018 | 2 | 2 |
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Similar Firms
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