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OAK TREE WEALTH MANAGEMENT
OAK TREE WEALTH MANAGEMENT, LLC
CRD 164685
101 N. SHORELINE BLVD., SUITE 304, CORPUS CHRISTI, TX, 78401, United States
Phone
361-452-0226
Fax
361-452-2297
Registration
— (—)
Source
State registered
Total AUM
$13.4M
Discretionary AUM
$13.4M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $9.5M |
| High net worth individuals | 3 | $3.9M |
All web addresses on file
Official SEC filing: View on IAPD