Oak Wealth Advisors LLC
Firm details
- Headquarters
- Northbrook, Illinois
- CRD number
- 148832
- Registered since
- May 16, 2017
- Website
- oakwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI93.79%
- Individuals5.73%
- Charitable Organizations0.48%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Oak Wealth Advisors LLC is an independent, owner-operated registered investment adviser formed in 2017 and organized as an LLC. The firm serves both individual and family clients as well as institutional accounts, operating as a capital allocator that selects external managers in addition to managing client portfolios directly. Its charged fee models include percentage-of-AUM fees and fixed-fee arrangements. Advisory services highlighted in regulatory filings include financial planning, portfolio management for individuals and small businesses, manager selection, and publication of periodic newsletters. The firm does not identify as an active ESG investor in its disclosures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Contacts
3 of 3
Michael Walther
President & FounderCRD 2665663
Ryan Mcguire
Director of InnovationCRD 6061523
Justin Baas
Senior ConsultantCRD 6026266
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$200M in ETFs
24%
$48.5M
74%
$152M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $28.8M | 225,124 | 14.38% |
Location
Northbrook, IL
Cook
Location
Northbrook, IL
Headquartered in Northbrook, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 1363 Shermer Rd
- Time zone
- CT (UTC-6)
- Office locations
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