OAK TREE WEALTH MANAGEMENT

OAK TREE WEALTH MANAGEMENT of CORPUS CHRISTI, TX is an SEC-registered investment adviser (CRD 164685). Regulatory assets under management: $13.4M.

Registration

• CRD: 164685
• Type: Registered investment adviser
• Location: 101 N. SHORELINE BLVD., CORPUS CHRISTI, TX, 78401
• Phone: 361-452-0226
• Latest filing: 2026-04-02
• Regulatory AUM: $13.4M
• Discretionary AUM: $13.4M
• Clients: 1
• Accounts: 125

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164685 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search