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| Oakstreet Wealth Management Inc
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|
|---|---|
| CRD # | 288723 |
| SEC # | 801-117484 |
| CIK # | |
| AUM | $400.0 MM (2024-03-28) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 800-803-9885 |
| Address | 9911 Stubbs Road Magnolia, TX 77354 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 50 | 400.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 50 | 400.0 |
| By Discretionary | ||
| Discretionary | 50 | 400.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 50 | 400.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 400.0 | |
| Total | 50 | 400.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Shorehaven Wealth Partners LLC
✚
|
NJ | 0.4 |
|
Meridian Financial Partners LLC
✚
|
VA | 0.4 |
|
Symmetry Capital Advisors LLC
✚
|
TX | 0.4 |
|
Tempus Wealth Planning LLC
✚
|
CA | 0.4 |
|
Kraft Asset Management LLC
✚
|
TN | 0.4 |
|
Klosters Capital LLC
✚
|
FL | 0.4 |
|
Clelland & Co Inc
✚
|
CA | 0.4 |
|
Alphamark Advisors LLC
✚
|
KY | 0.4 |
|
Root Financial Partners LLC
✚
|
CA | 0.4 |
|
and Wealth Partners LLC
✚
|
MD | 0.4 |