Lakepoint Wealth Partners
Firm details
- Headquarters
- Highland, Michigan
- CRD number
- 343032
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lakepoint Wealth Partners is a Michigan-based limited liability company focused on financial planning and discretionary portfolio management for individuals and small businesses. The firm is owned by an individual and presents itself as an unclassified advisory entity. Its billing approach is flexible, offering percentage-of-AUM arrangements alongside hourly and fixed-fee engagements. Service scope is primarily retail: the firm is not positioned as a multi-state adviser, pension consultant, or capital allocator, and it does not identify as an active ESG investor. The stated advisory activities emphasize planning and portfolio management rather than institutional or family-office-only mandates.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Highland, MI
Oakland
Location
Highland, MI
Headquartered in Highland, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 3803 Orchard Dr
- Time zone
- ET (UTC-5)
- Office locations
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