Investment adviser · CRD 152613

OAKSTREET WEALTH MANAGEMENT, INC.

Investment adviser filing (IA)

DAYTON, OH, United States · Form ADV filed Dec 20, 2013

Regulatory AUM
$281M
Form ADV · Item 5.F
Client accounts
1,569
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Dec 20, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

3131 SOUTH DIXIE DRIVE, SUITE 414
DAYTON, OH, 45439-2287, United States

CRD 152613

Filing source

Form ADV 773297 · Dec 20, 2013 · 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.