OAK WEALTH ADVISORS LLC

836 Skokie Blvd.
Northbrook, Illinois 60062
Tel: 847-945-8888

About OAK WEALTH ADVISORS LLC

OAK WEALTH ADVISORS LLC, formally registered with the SEC as OAK WEALTH ADVISORS LLC. The firm was established in 05/16/2017. They have over 3 offices throughout the country.

OAK WEALTH ADVISORS LLC is a Northbrook, Illinois based Financial Planning firm with nearly $283,277,552 assets under management, offering retirement planning & investment advisory services to 572 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148832
SEC#	801-110588
Assets Managed by Firm	$283,277,552
No. of Clients	572
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	572	$283,277,552
Individuals (other than high net worth individuals)	54	$18,418,555
High net worth individuals	91	$264,858,997

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