PPrivate Fund Data Log in Join · $37/mo

Wilbert Ernest Oakley

Vice President; Branch Office ManagerFamilywealth Asset ManagementCRD 4612563

About Wilbert Ernest Oakley

Wilbert Ernest Oakley is listed as Vice President; Branch Office Manager at Familywealth Asset Management in Dallas, TX. Form ADV reports a beneficial ownership band of Under 5%. Wilbert Ernest Oakley is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of Familywealth Asset Management
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Wilbert Ernest Oakley work?

Wilbert Ernest Oakley is listed as Vice President; Branch Office Manager at Familywealth Asset Management on SEC Form ADV.

How much of Familywealth Asset Management does Wilbert Ernest Oakley own?

Form ADV reports a beneficial ownership band of Under 5%.

Familywealth Asset Management

TitleVice President; Branch Office Manager
OwnershipUnder 5%
Control personYes
Since2020
View Familywealth Asset Management →

Familywealth Asset Management

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2020
View Familywealth Asset Management →

Familywealth Advisers LLC

TitleManaging Partner And Cco
OwnershipUnder 5%
Control personYes
Since2020
View Familywealth Advisers LLC →