OAKSTREET WEALTH MANAGEMENT, INC.

DAYTON, Ohio·1 registered advisor·CRD# 152613
SEC# 801-71076937-294-4200
01

Firm Overview

AUM
$281M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at OAKSTREET WEALTH MANAGEMENT, INC.

1 registered advisor
Edwin Lee Katz
DAYTON, Ohio
05

Office Locations

DAYTON, Ohio
1 advisor

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Data sourced from SEC Form ADV filings. OAKSTREET WEALTH MANAGEMENT, INC. (CRD# 152613) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.