OAK WEALTH ADVISORS LLC
SEC Form ADV profile.
Total regulatory AUM
$373,663,197
Discretionary
$373,663,197
Non-discretionary
$0
Firm details
- CRD number
- 148832
- SEC file number
- 801-110588
- Main office
- NORTHBROOK, IL, United States
- Employees
- 7
- SEC status
- Approved
- Website
- HTTP://WWW.OAKWEALTH.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.