Oak Road Wealth Management

RIAState Registered
Total AUM
$80.1M
Discretionary
$34.9M
44% of AUM
Avg account
$741K
Accounts
108
Employees
3
Advisory reps
3

Firm details

Headquarters
Lee's Summit, Missouri
CRD number
284446
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Pension & Profit Sharing Plans56.35%
  • Individuals23.61%
  • HNWI20.03%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Oak Road Wealth Management is an independent, individual-owned registered investment advisory firm operating as an LLC. The firm serves both individual and family clients as well as institutional clients and offers a blend of financial planning, portfolio management for individuals and small businesses, pension consulting-related services, and educational seminars. Its fee model includes percentage-of-AUM billing along with hourly and fixed-fee arrangements, reflecting flexibility for different client needs. Oak Road is not an active ESG investor and is not identified as a multi-state adviser in the snapshot, though it is registered in a handful of states.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • Michael Murff

    Michael Murff

    Chief Operating OfficerCRD 7013462

  • Daniel Shepard

    Daniel Shepard

    Founder & CEOCRD 4593347

Contacts

1 of 1
  • Andrew Matz

    Andrew Matz

    Financial PlannerCRD 7856180

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lee's Summit, MO

Jackson

Location

Lee's Summit, MO

Headquartered in Lee's Summit, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Jackson
Address
210 Sw Market St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth