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OAKWATER FINANCIAL
OAKWATER FINANCIAL ADVISORS LLC
CRD 325181
921 N TRENTON ST, RUSTON, LA, 71270, United States
Phone
(318) 702-3035
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$15.3M
Discretionary AUM
$15.3M
Team
1 total employees; 1 advisory reps; 73 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $4.2M |
| High net worth individuals | 8 | $11.2M |
All web addresses on file
Official SEC filing: View on IAPD