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

Building 2OAKSTREET WEALTH MANAGEMENT, INC.

Map pinDAYTON, OH
Phone937-294-4200
NotebookSEC #801-71076
Total AUM
$281.1M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3131 SOUTH DIXIE DRIVE
SUITE 414
DAYTON
OH 45439-2287
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
937-294-4200

ReceiptFinancials

Total AUM
$281.1M
Accounts
1,569
Discretionary
$246.4M
Accounts
1,358
Non-Discretionary
$34.7M
Accounts
211

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINLANCNEOHTXVA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account