OakPoint Wealth Management

Financial Services • 705 Poplar Street, Suite A, United States • 1-10 Employees

Company overview

Headquarters	705 Poplar Street, Suite A, Atlantic, IA 50022, US
Website	oakpointwealth.com
NAICS	52
Founded	2024
Employees	1-10

Key Contact at OakPoint Wealth Management

Erin Freund

President, Wealth Manager

OakPoint Wealth Management Email Formats

OakPoint Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@oakpointwealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@oakpointwealth.com	100%

About OakPoint Wealth Management

Advisors associated with OakPoint Wealth Management may be either (1) LPL Financial Registered Representatives offering securities through LPL Financial, Member SIPC. sipc.org, and investment advisor representatives offering investment advice through Great Valley Advisor Group; or (2) solely investment advisor representatives offering investment advice through Great Valley Advisor Group and not affiliated with LPL Financial. Great Valley Advisor Group, and OakPoint Wealth Management are separate entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

OakPoint Wealth Management revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

OakPoint Wealth Management has never raised funding before.

Frequently asked questions

OakPoint Wealth Management is located in 705 Poplar Street, Suite A, US.

OakPoint Wealth Management was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

OakPoint Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at OakPoint Wealth Management

Erin Freund

President, Wealth Manager

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