OAKFORT WEALTH PARTNERS

OAKFORT WEALTH PARTNERS of MINNETONKA, MN is an SEC-registered investment adviser (CRD 169340). Regulatory assets under management: $2.4M.

Registration

• CRD: 169340
• Type: Registered investment adviser
• Location: 12800 WHITEWATER DRIVE, MINNETONKA, MN, 55343
• Phone: 612-232-7567
• Latest filing: 2026-08-03
• Regulatory AUM: $2.4M
• Discretionary AUM: $2.1M
• Non-discretionary AUM: $228K
• Clients: 1
• Accounts: 50

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169340 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search