Oakstreet Wealth Management, Inc.
Oakstreet Wealth Management, Inc. is an SEC-registered wealth manager in Magnolia, TX with $482.0M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Oakstreet Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288723, SEC 801-117484, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $482.0M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Magnolia, TX
- Employees
- 2
- Clients
- 58
- CRD
- 288723
- Ownership
- BLACK, LINDSEY, AMANDA
How much AUM does Oakstreet Wealth Management, Inc. have?
Oakstreet Wealth Management, Inc. reported $482.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Oakstreet Wealth Management, Inc.?
Disclosed owners and executives of Oakstreet Wealth Management, Inc. include BLACK, LINDSEY, AMANDA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.