Oakstreet Wealth Management, Inc.
● SEC registered since 2019CRD 288723SEC# 801-117484Magnolia, TX
Reg. AUM
$482M
Employees
2
Accounts
58
Location
Magnolia, TX
About Oakstreet Wealth Management
Oakstreet Wealth Management develops custom-tailored retirement plan solutions covering investment management, recordkeeping, administration, and compliance. It takes the mystery out of plan setup for employers and employees with ongoing plan reviews.
Summary based on the firm’s website.
Oakstreet Wealth Management, Inc. assets under management
Oakstreet Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Magnolia, TX. The firm has been registered since 2019. It reports $482 million in regulatory assets under management and employs 2 people.
Oakstreet Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lindsey Amanda Black Control | President/Secretary/Treasuer/Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Oakstreet Wealth Management, Inc. manage?
Oakstreet Wealth Management, Inc. reports $482 million in regulatory assets under management on its Form ADV.
How many employees does Oakstreet Wealth Management, Inc. have?
Oakstreet Wealth Management, Inc. reports 2 employees.
Where is Oakstreet Wealth Management, Inc. located?
Oakstreet Wealth Management, Inc. is based in Magnolia, TX and has been SEC-registered since 2019.
Does Oakstreet Wealth Management, Inc. disclose fund performance?
Oakstreet Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9911 Stubbs Road, Magnolia, TX 77354 |
| Phone | 800-803-9885 |
| Office hours | By Appt. Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$482M▲ 4%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,369 advisers
EmployeesTop 86%
More than 14% of 16,804 advisers
Assets under management
$482Mregulatory AUM
Discretionary $482M