OAKSTREET WEALTH MANAGEMENT, INC.

MAGNOLIA, Texas·1 registered advisor·CRD# 288723
SEC# 801-1174841800-803-9885
01

Firm Overview

AUM
$400M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at OAKSTREET WEALTH MANAGEMENT, INC.

1 registered advisor
Lindsey Amanda Black
MAGNOLIA, Texas
05

Office Locations

MAGNOLIA, Texas
1 advisor

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Data sourced from SEC Form ADV filings. OAKSTREET WEALTH MANAGEMENT, INC. (CRD# 288723) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.