AdvisorOS Directory
Claim Profile
Unclaimed Profile
WO

Wilbert Ernest Oakley

FAMILYWEALTH ASSET MANAGEMENT·DALLAS, Texas
Series 6, Series 65Clean record18 years registeredFAMILYWEALTH ASSET MANAGEMENT
1601 ELM STREET,, DALLAS, TX 75201CRD# 4612563Firm CRD# 147869

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Wilbert Ernest Oakley · DALLAS, TX
Registration
CRD #4612563 · FAMILYWEALTH ASSET MANAGEMENT · 18 years registered
Brand Profile
Not yet started
01

Career History

FAMILYWEALTH ASSET MANAGEMENT
Apr 2020 – present
FAMILYWEALTH
Jan 2018 – present
ADVISERSOURCE.COM
Sep 2017 – Dec 2017
Lake Mary, FL
JOLLIFFE CAPITAL, INC.
Apr 2010 – Jun 2018
LAKE MARY, FL
BROOKSTONE CAPITAL MANAGEMENT LLC
Nov 2007 – Feb 2010
LAKE MARY, FL
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 65
Registration record
First registered · November 19, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FAMILYWEALTH ASSET MANAGEMENT
CRD 147869 · SEC 801-69660
AUM
$175M
Regulatory assets under management
Employees
4
715 client accounts
Services offered by FAMILYWEALTH ASSET MANAGEMENT
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at FAMILYWEALTH ASSET MANAGEMENT →
Introduction

Speak with Wilbert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Wilbert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

Browse DALLAS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Wilbert Ernest Oakley offer?
Wilbert Ernest Oakley specializes in Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Wilbert Ernest Oakley's credentials?
Wilbert Ernest Oakley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wilbert Ernest Oakley located?
Wilbert Ernest Oakley is based in DALLAS, Texas, working with FAMILYWEALTH ASSET MANAGEMENT. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Wilbert Ernest Oakley charge for services?
Wilbert Ernest Oakley's firm is compensated through percentage of aum, fixed fees, other: a percentage of assets under our client's management. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FAMILYWEALTH ASSET MANAGEMENT?
FAMILYWEALTH ASSET MANAGEMENT has approximately 4 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in DALLAS, Texas

Diane Lynn Tobin
CH INVESTMENT PARTNERS, LLC·DALLAS, TX
Michael Stephen Thomas
WEBS CREEK CAPITAL MANAGEMENT LP·DALLAS, TX
Ashley Davis Blanchette
RGT WEALTH ADVISORS, LLC·DALLAS, TX
Bryan Mark Rigg
RIGG WEALTH MANAGEMENT, LLC·DALLAS, TX
CFP
Steven Anthony Helland
SSR CAPITAL PARTNERS, LP·DALLAS, TX
Glenda Kaye Bianchi
CYPRESS POINT WEALTH MANAGEMENT, LLC·DALLAS, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)SOUTHLAKE (29)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile