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OAKSTREET WEALTH MANAGEMENT, INC.
CRD 288723File 801-117484
APPROVED
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$482.0M
Above cohort median (national)
Discretionary AUM
$482.0M
Clients
58
58 accounts
Employees
2
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Oct 15, 2019
- Principal office
- 9911 STUBBS ROAD, MAGNOLIA, TX, 77354
- Phone
- 800-803-9885
- Website
- HTTP://WWW.OAKSTREETWM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $482.0M
- Discretionary AUM
- $482.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 58
- Non-discretionary accounts
- 0
- Total accounts
- 58
- AUM per client
- $8.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 58 | $482.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.