Oak Point Wealth Management

Business address
721 W. Centre, Portage, MI, 49024
Top securities (13F)
ITOT, IVV, XMLV, SDY, IDV, VYM, FSK, SHM, URTH, LVHD, MUB, DLN, DEM, IUSB, ITM, XSLV, VO, TFI, GSLC, and USMV
State of incorporation
MI
Fiscal year end
17 December
Oak Point Wealth Management has filed 2 SEC EDGAR filings since 09 Jan 2018

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 30 Apr 2018 31 Mar 2018 028-18191
13F-HR Open Document Open Filing 09 Jan 2018 31 Dec 2017 028-18191