NetworkยทFamily Office
๐ MAGNOLIA, TX
SEC CRD #801-117484
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 ...
LINDSEY BLACK
CHIEF COMPLIANCE OFFICER/PRESIDENT/SECRETARY/TREASURER
๐ (800) 803-9885
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AUM
$482M
Location
MAGNOLIA, TX
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