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, individually owned registered investment adviser organized as an LLC and SEC-registered in 2017. The firm identifies itself as a capital allocator serving both individual/family and institutional clients. Its fee model combines percentage-of-AUM billing with fixed fees. Core advisory activities listed on its disclosure include financial planning, portfolio management for individuals and small businesses, selecting other advisers, and publishing periodicals or newsletters. Oak Wealth does not report itself as an active ESG investor.
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 3MICHAEL 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 50Active vs passive
$177M in ETFs
24%
$43.3M
74%
$134M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS INTERNATIONAL EQUITY ETF (AVDE) | Avantis | Active | Foreign Large Blend | $25.1M | 295,906 | 14.14% |
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
Similar firms
MENDEL MONEY MANAGEMENT INC
RIANORTHBROOK, IL
IRON FINANCIAL LLC
RIANORTHBROOK, IL
TRIGRAN INVESTMENTS, INC.
RIANORTHBROOK, IL
MIRAMAR CAPITAL
RIANORTHBROOK, IL
MAIN STREET INVESTMENT ADVISORS, LLC
RIANORTHBROOK, IL
BOON CAPITAL ADVISORS LLC
RIANORTHBROOK, IL