Wilbert Ernest Oakley
Managing Partner And CcoFamilywealth Advisers LLCCRD 4612563
About Wilbert Ernest Oakley
Wilbert Ernest Oakley is listed as Managing Partner And Cco at Familywealth Advisers LLC in Lake Mary, FL. Form ADV reports a beneficial ownership band of Under 5%. Wilbert Ernest Oakley is associated with 3 registered advisers.
Reported ownership
Owns Under 5% of Familywealth Advisers LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Wilbert Ernest Oakley work?
Wilbert Ernest Oakley is listed as Managing Partner And Cco at Familywealth Advisers LLC on SEC Form ADV.
How much of Familywealth Advisers LLC does Wilbert Ernest Oakley own?
Form ADV reports a beneficial ownership band of Under 5%.
Familywealth Advisers LLC
| Title | Managing Partner And Cco |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2020 |
Familywealth Asset Management
| Title | Vice President; Branch Office Manager |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2020 |
Familywealth Asset Management
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2020 |