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Oakstreet Wealth Management, Inc.

● SEC registered since 2019CRD 288723SEC# 801-117484Magnolia, TX
Export (members)
Reg. AUM
$465M
Employees
2
Accounts
57
Location
Magnolia, TX

Oakstreet Wealth Management, Inc. assets under management

Oakstreet Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Magnolia, TX. The firm has been registered since 2019. It reports $465 million in regulatory assets under management and employs 2 people.
www.oakstreetwm.comView on SEC.gov ↗

Oakstreet Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Lindsey Amanda Black ControlPresident/Secretary/Treasuer/Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Oakstreet Wealth Management, Inc. manage?

Oakstreet Wealth Management, Inc. reports $465 million in regulatory assets under management on its Form ADV.

How many employees does Oakstreet Wealth Management, Inc. have?

Oakstreet Wealth Management, Inc. reports 2 employees.

Where is Oakstreet Wealth Management, Inc. located?

Oakstreet Wealth Management, Inc. is based in Magnolia, TX and has been SEC-registered since 2019.

Does Oakstreet Wealth Management, Inc. disclose fund performance?

Oakstreet Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9911 Stubbs Road, Magnolia, TX 77354
Phone800-803-9885
Office hoursBy Appt. Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$465M
Non-discretionary$0
Total (RAUM)$465M