Investment adviser · CRD 148832
OAK WEALTH ADVISORS LLC
Investment adviser filing (IA)
NORTHBROOK, IL, United States · Form ADV filed Mar 25, 2026
- Regulatory AUM
- $374M Form ADV · Item 5.F
- Client accounts
- 545 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 115 | $350,461,532 | 93.8% |
| Individuals | 67 | $21,398,911 | 5.7% |
| Charities | 4 | $1,802,754 | 0.5% |
Filing source
Form ADV 2081468 · Mar 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Fixed
Principal office
1363 SHERMER RD. STE. 208NORTHBROOK, IL, 60062, United States
CRD 148832
Filing source
Form ADV 2081468 · Mar 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.