OAK WEALTH ADVISORS LLC

OAK WEALTH ADVISORS LLC of NORTHBROOK, IL is an SEC-registered investment adviser (CRD 148832). Regulatory assets under management: $373.7M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities, Corporations.

Officers, owners & control persons (2)

NameRoleLocation
Michael Christopher WaltherOWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER—
WALTHER MICHAEL CHRISTOPHEROWNER, CHIEF COMPLIANCE OFFICER; OWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER—

Branch offices (2)

CityStateEmployeesPhone
MADISONWI1608-690-6444
MADISONWI1608-690-6444

More on this firm