Lake Point Wealth Management, LLC

Lake Point Wealth Management, LLC (CRD# 170398) is a financial advisory firm headquartered in Heath, TX. They manage $132,721,877 in 588 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    588
    ACCOUNTS
  • Average Account Value
    $225,717
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Lake Point Wealth Management, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Jonathan K. Lawton
CRD#: 5046284
1 Horizon Court, Heath, TX 75032
96
Wealthminder
score

Jonathan Lawton (CRD# 5046284) is an Investment Advisor Representative working at Lake Point Wealth Management, LLC in Heath, TX and has over 12 years of experience in the finance industry. Jonathan Lawton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Carter M. Brower
CRD#: 2649642
1 Horizon Court, Heath, TX 75032
93
Wealthminder
score

Carter Brower (CRD# 2649642) is an Investment Advisor Representative working at Lake Point Wealth Management, LLC in Heath, TX and has over 21 years of experience in the finance industry.

3
Chris R. Massenburg
CRD#: 5787134
1 Horizon Court, Heath, TX 75032
93
Wealthminder
score

Chris Massenburg (CRD# 5787134) is an Investment Advisor Representative working at Lake Point Wealth Management, LLC in Heath, TX and has over 7 years of experience in the finance industry.

4
Richard J. Moore
CRD#: 6111189
1 Horizon Court, Heath, TX 75032
93
Wealthminder
score

Richard Moore (CRD# 6111189) is an Investment Advisor Representative working at Lake Point Wealth Management, LLC in Heath, TX and has over 5 years of experience in the finance industry.

5
Aaron S. Boyce
CRD#: 6332279
1 Horizon Court, Heath, TX 75032
90
Wealthminder
score

Aaron Boyce (CRD# 6332279) is an Investment Advisor Representative working at Lake Point Wealth Management, LLC in Heath, TX and has over 4 years of experience in the finance industry.

6
Howard R. Johnson
CRD#: 6294312
1 Horizon Court, Heath, TX 75032
90
Wealthminder
score

Howard Johnson (CRD# 6294312) is an Investment Advisor Representative working at Lake Point Wealth Management, LLC in Heath, TX and has over 4 years of experience in the finance industry.

7
David A. Cain
CRD#: 6475492
1 Horizon Court, Heath, TX 75032
88
Wealthminder
score

David Cain (CRD# 6475492) is an Investment Advisor Representative working at Lake Point Wealth Management, LLC in Heath, TX and has 1 year of experience in the finance industry.

8
Jason A. Mutchler
CRD#: 6755366
2219 Sawdust Road, Suite 1001, The Woodlands, TX 77380
88
Wealthminder
score

Jason Mutchler (CRD# 6755366) is an Investment Advisor Representative working at Lake Point Wealth Management, LLC in The Woodlands, TX and has 1 year of experience in the finance industry.

9
Stewart E. Fields
CRD#: 5881621
1 Horizon Court, Heath, TX 75032
81
Wealthminder
score

Stewart Fields (CRD# 5881621) is an Investment Advisor Representative working at Lake Point Wealth Management, LLC in Heath, TX and has over 7 years of experience in the finance industry.

10
David A. Maxwell
CRD#: 4788174
1 Horizon Court, Heath, TX 75032
58
Wealthminder
score

David Maxwell (CRD# 4788174) is an Investment Advisor Representative working at Lake Point Wealth Management, LLC in Heath, TX and has over 3 years of experience in the finance industry.

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