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OAKVIEW WEALTH SOLUTIONS LLC
CRD 297531
1378 S 5TH ST, SAINT CHARLES, MO, 63301, United States
Phone
636-498-4326
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$28.4M
Discretionary AUM
$28.2M
Team
1 total employees; 1 advisory reps; 13 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 77 | $11.6M |
| High net worth individuals | 11 | $16.8M |
All web addresses on file
Official SEC filing: View on IAPD