# OAKSTREET WEALTH MANAGEMENT, INC.

OAKSTREET WEALTH MANAGEMENT, INC. of DAYTON, OH is an SEC-registered investment adviser.

## Registration

- CRD: 152613
- Type: SEC-registered investment adviser
- SEC file number: 801-71076
- Location: 3131 SOUTH DIXIE DRIVE, SUITE 414, DAYTON, OH, 45439-2287
- Phone: 937-294-4200
- Latest filing: 2013-12-20
- Regulatory AUM: $281.1M
- Discretionary AUM: $246.4M
- Non-discretionary AUM: $34.7M
- Clients: 6
- Accounts: 1,569

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| KATZ EDWIN LEE | PRESIDENT | — |
| LIBERTI DANIEL JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| PICKETT JUDITH WHEDON | CHIEF FINANCIAL OFFICER | — |
| GOLBA THEODORE THOMAS | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152613/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152613/similar
- Related entities: https://search.stillhousedata.com/firm/152613/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152613

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.