OAKSTREET WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$482,000,000
Discretionary
$482,000,000
Non-discretionary
$0
Firm details
- CRD number
- 288723
- SEC file number
- 801-117484
- Main office
- MAGNOLIA, TX, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://WWW.OAKSTREETWM.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.