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OAKSTREET WEALTH MANAGEMENT, INC.
CRD 288723 · SEC 801-117484
9911 STUBBS ROAD, MAGNOLIA, TX, 77354, United States
Phone
800-803-9885
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$482.0M
Discretionary AUM
$482.0M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Other (specify)
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 58 | $482.0M |
States served
IL, TX
All web addresses on file
Official SEC filing: View on IAPD