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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Oakstreet Wealth Management Inc
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| CRD # | 288723 |
| SEC # | 801-117484 |
| CIK # | |
| AUM | $465.0 M (2025-03-28) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 800-803-9885 |
| Address | 9911 Stubbs Road Magnolia, TX 77354 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 57 | 465.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 57 | 465.0 |
| By Discretionary | ||
| Discretionary | 57 | 465.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 57 | 465.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 465.0 | |
| Total | 57 | 465.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kercheville Advisors LLC
✚
|
TX | 0.5 |
|
Sanchez Wealth Management Group LLC
✚
|
FL | 0.5 |
|
Gray Private Wealth LLC
✚
|
MA | 0.5 |
|
Monument Capital Management LLC
✚
|
VA | 0.5 |
|
William Joseph Capital Management Inc
✚
|
CT | 0.5 |
|
Portfolio Advisory Council LLC
✚
|
TX | 0.5 |
|
Prosperity Planning Inc
✚
|
MO | 0.5 |
|
Evergreen Advisors LLC
✚
|
TN | 0.5 |
|
Convergence Investment Partners LLC
✚
|
FL | 0.5 |
|
Fiduciary Advisors LLC
✚
|
UT | 0.5 |