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OAK WEALTH ADVISORS LLC
OAK WEALTH ADVISORS LLC
NORTHBROOK, Illinois
·
1 registered advisor
·
CRD# 148832
SEC# 801-110588
2
847-945-8888
01
Firm Overview
AUM
$283M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at OAK WEALTH ADVISORS LLC
1 registered advisor
Michael Christopher Walther
NORTHBROOK, Illinois
CRD# 2665663
05
Office Locations
NORTHBROOK, Illinois
1 advisor
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Data sourced from SEC Form ADV filings. OAK WEALTH ADVISORS LLC (CRD# 148832) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.