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OAK WEALTH ADVISORS LLC
CRD 148832 · SEC 801-110588
1363 SHERMER RD. STE. 208, NORTHBROOK, IL, 60062, United States
Phone
847-945-8888
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$373.7M
Discretionary AUM
$373.7M
Team
7 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $21.4M |
| High net worth individuals | 115 | $350.5M |
| Charitable organizations | 4 | $1.8M |
States served
CA, IL, NE, NC, OH, TN, WI, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD