Oak Wealth Advisors LLC
● SEC registered since 2017CRD 148832SEC# 801-110588Northbrook, IL
Reg. AUM
$373.7M
Employees
7
Accounts
545
Location
Northbrook, IL
Oak Wealth Advisors LLC assets under management
Oak Wealth Advisors LLC is an SEC-registered investment adviser based in Northbrook, IL. The firm has been registered since 2017. It reports $373.7 million in regulatory assets under management and employs 7 people.
Oak Wealth Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Christopher Walther Control | Owner, Managing Member, Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does Oak Wealth Advisors LLC manage?
Oak Wealth Advisors LLC reports $373.7 million in regulatory assets under management on its Form ADV.
How many employees does Oak Wealth Advisors LLC have?
Oak Wealth Advisors LLC reports 7 employees.
Where is Oak Wealth Advisors LLC located?
Oak Wealth Advisors LLC is based in Northbrook, IL and has been SEC-registered since 2017.
Does Oak Wealth Advisors LLC disclose fund performance?
Oak Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1363 Shermer Rd. Ste. 208, Northbrook, IL 60062 |
| Phone | 847-945-8888 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$373.7M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$373.7Mregulatory AUM
Discretionary $373.7M