OAKWOOD WEALTH ADVISORS LTD.

OAKWOOD WEALTH ADVISORS LTD. is an SEC-registered investment adviser (CRD 164656). Regulatory assets under management: $30.1M.

Registration

• CRD: 164656
• Type: Registered investment adviser
• Phone: 630-560-1500
• Latest filing: 2026-06-01
• Regulatory AUM: $30.1M
• Discretionary AUM: $30.1M
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164656 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search