OAKSTREET WEALTH MANAGEMENT, INC.

OAKSTREET WEALTH MANAGEMENT, INC. of DAYTON, OH is an SEC-registered investment adviser (CRD 152613). Regulatory assets under management: $281.1M.

Registration

• CRD: 152613
• SEC file number: 801-71076
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 152613 on SEC IAPD (source of record)
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