1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2OAKSTREET WEALTH MANAGEMENT, INC.

Map pin
Phone713-858-3652
NotebookSEC #801-110979
Total AUM
$25M
Employees
2
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPT. ONLY
Monday - Friday
Phone
713-858-3652
Other Offices
1

ReceiptFinancials

Total AUM
$25M
Accounts
5
Discretionary
$25M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pension/Profit Sharing Plan Clients
5
AUM
$25M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account