OAKSTREET WEALTH MANAGEMENT, INC.

Overview

Oakstreet Wealth Management, Inc. is a privately owned advisory firm focused on portfolio management for businesses, institutions and high-net-worth individuals and small businesses. The firm runs discretionary equity-focused strategies and provides pension consulting services alongside its advisory work. Its stated client base is institutional, and its fee arrangements include percentage-of-AUM billing together with hourly and fixed-fee engagements, allowing it to structure fees for institutional mandates and bespoke consulting projects. Oakstreet is not classified as an active ESG investor and operates under a single-state advisor profile rather than a national multi-state footprint. Investment activity centers on publicly traded equities, implemented primarily through exchange-traded vehicles and mutual funds. That equity bias drives the firm’s manager allocation interest: core public-market equity exposure supplemented by manager-selected mutual funds where needed for tactical or sector exposure. The firm does not present itself as a capital allocator to external private funds; instead it appears to construct institutional-style portfolios using listed securities and pooled funds.

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Public Holdings

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Location & Offices