Wilbert Ernest Oakley
Vice President; Branch Office ManagerFamilywealth Asset ManagementCRD 4612563
About Wilbert Ernest Oakley
Wilbert Ernest Oakley is listed as Vice President; Branch Office Manager at Familywealth Asset Management 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 Asset Management
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Wilbert Ernest Oakley work?
Wilbert Ernest Oakley is listed as Vice President; Branch Office Manager at Familywealth Asset Management on SEC Form ADV.
How much of Familywealth Asset Management does Wilbert Ernest Oakley own?
Form ADV reports a beneficial ownership band of Under 5%.
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 |
Familywealth Advisers LLC
| Title | Managing Partner And Cco |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2020 |