# OAK TREE WEALTH MANAGEMENT

OAK TREE WEALTH MANAGEMENT of CORPUS CHRISTI, TX is an SEC-registered investment adviser.

## Registration

- CRD: 164685
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164685/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164685/similar
- Related entities: https://search.stillhousedata.com/firm/164685/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164685

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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.