Mercer Global Advisors today announced the acquisition of Lake Point Wealth Management, LLC dba Lake Point Advisory Group (“Lake Point”), a respected wealth management firm located in Dallas-Fort Worth, Texas. Lake Point serves clients with assets under management / advisement (collectively “AUM”) of approximately $700 million. Lake Point was founded in 2007 by Reid Johnson. Lake Point offers comprehensive wealth management to mass affluent and high-net-worth individuals, families, and their businesses. Reid and his team of 19 staff members will be joining Mercer Advisors.
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