NetworkยทFamily Office

Oakstreet Wealth Management, INC.

Unclaimed

๐Ÿ“ MAGNOLIA, TX

Family Officebusiness services
www.oakstreetwm.com โ†—

SEC CRD #801-117484

About

OAKSTREET WEALTH MANAGEMENT, INC. is a MAGNOLIA, TX-based registered investment adviser managing $482M in assets with 2 employees (CRD #288723). OAKSTREET WEALTH MANAGEMENT, INC. is a Magnolia, Texas based financial advisory firm with nearly $400,000,000 in assets under management and provides investment ... Through a highly customized and personal approach, we provide plan design consulting, investment selection and management, complete recordkeeping services, and ...

Key Contact

LB

LINDSEY BLACK

CHIEF COMPLIANCE OFFICER/PRESIDENT/SECRETARY/TREASURER

๐Ÿ“ž (800) 803-9885

๐Ÿ”’ Sign up for free to view key contact information

Sign up free โ†’
โ„น

This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.

AUM

$482M

Location

MAGNOLIA, TX

Is this your firm?

Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.