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OAKSTREET WEALTH MANAGEMENT, INC.
9911 Stubbs Road
Magnolia, Texas 77354
Tel: 800-803-9885
About OAKSTREET WEALTH MANAGEMENT, INC.
OAKSTREET WEALTH MANAGEMENT, INC, formally registered with the SEC as OAKSTREET WEALTH MANAGEMENT, INC. The firm was established in 10/15/2019. They have over 2 offices throughout the country.
OAKSTREET WEALTH MANAGEMENT, INC. is a Magnolia, Texas based Financial Planning firm with nearly $400,000,000 assets under management, offering retirement planning & investment advisory services to 50 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288723 |
| SEC# | 801-117484 |
| Assets Managed by Firm | $400,000,000 |
| No. of Clients | 50 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 50 | $400,000,000 |
| Pension and profit sharing plans | 50 | $400,000,000 |
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