Oak Wealth Advisors LLC
Oak Wealth Advisors LLC is an SEC-registered wealth manager in Northbrook, IL with $373.7M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Oak Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148832, SEC 801-110588, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $373.7M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Northbrook, IL
- Employees
- 7
- Clients
- 186
- CRD
- 148832
- Ownership
- WALTHER, MICHAEL, CHRISTOPHER
How much AUM does Oak Wealth Advisors LLC have?
Oak Wealth Advisors LLC reported $373.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Oak Wealth Advisors LLC?
Disclosed owners and executives of Oak Wealth Advisors LLC include WALTHER, MICHAEL, CHRISTOPHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.