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Building 2OAK WEALTH ADVISORS LLC

Map pinNORTHBROOK, IL
Phone847-945-8888
NotebookSEC #801-110588
Total AUM
$373.7M
Employees
7
Clients
186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1363 SHERMER RD. STE. 208
NORTHBROOK
IL 60062
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
847-945-8888
Other Offices
1

ReceiptFinancials

Total AUM
$373.7M
Accounts
545
Discretionary
$373.7M
Accounts
545
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
67
AUM
$21.4M
HNW Individual Clients
115
AUM
$350.5M
Charitable Organization Clients
4
AUM
$1.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILNCNENHOHTNTXWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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