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Oak Wealth Advisors LLC

● SEC registered since 2017CRD 148832SEC# 801-110588Northbrook, IL
Export (members)
Reg. AUM
$321M
Employees
6
Accounts
594
Location
Northbrook, IL

Oak Wealth Advisors LLC assets under management

Oak Wealth Advisors LLC is an SEC-registered investment adviser based in Northbrook, IL. The firm has been registered since 2017. It reports $321 million in regulatory assets under management and employs 6 people.
www.oakwealth.comView on SEC.gov ↗

Oak Wealth Advisors LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael Christopher Walther ControlOwner, Managing Member, Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does Oak Wealth Advisors LLC manage?

Oak Wealth Advisors LLC reports $321 million in regulatory assets under management on its Form ADV.

How many employees does Oak Wealth Advisors LLC have?

Oak Wealth Advisors LLC reports 6 employees.

Where is Oak Wealth Advisors LLC located?

Oak Wealth Advisors LLC is based in Northbrook, IL and has been SEC-registered since 2017.

Does Oak Wealth Advisors LLC disclose fund performance?

Oak Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address836 Skokie Blvd., Northbrook, IL 60062
Phone847-945-8888
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$321M
Non-discretionary$0
Total (RAUM)$321M