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Brent Williams

LAKE POINT WEALTH MANAGEMENT, LLC·HEATH, Texas
Unclaimed Profile
1 HORIZON COURT, HEATH, TX 75032CRD# 4333800Firm CRD# 170398
01

About

Brent Williams is a registered financial advisor based in HEATH, Texas, affiliated with LAKE POINT WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LAKE POINT WEALTH MANAGEMENT, LLC
LAKE POINT WEALTH MANAGEMENT, LLC
AUM
—
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at LAKE POINT WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4333800
Firm CRD# 170398
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brent Williams offer?
Brent Williams specializes in Investment Management, Fee-Only Advisory. Contact their office in HEATH, Texas for a consultation.
What are Brent Williams's credentials?
Brent Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brent Williams located?
Brent Williams is based in HEATH, Texas, working with LAKE POINT WEALTH MANAGEMENT, LLC. Their office serves clients in the HEATH metropolitan area and surrounding communities.
How does Brent Williams charge for services?
Brent Williams's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAKE POINT WEALTH MANAGEMENT, LLC?
LAKE POINT WEALTH MANAGEMENT, LLC has approximately 16 employees. The firm is registered with the SEC as an investment adviser.
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Other advisors in HEATH
Tiffany Lynn Ramirez — LAKE POINT WEALTH MANAGEMENT, LLCBurt Allen Snover — FUND ARCHITECTS, LLCKeith Warrick Reed — FUND ARCHITECTS, LLCJ.c. Waller — FUND ARCHITECTS, LLCHoward Reid Johnson — LAKE POINT WEALTH MANAGEMENT, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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