OAK PARK WEALTH MANAGEMENT LLC

OAK PARK WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 195511). Regulatory assets under management: $47.5M.

Registration

• CRD: 195511
• Type: Registered investment adviser
• Phone: (440) 305-0410
• Latest filing: 2026-03-05
• Regulatory AUM: $47.5M
• Discretionary AUM: $47.5M
• Clients: 1
• Accounts: 32

Business model

Compensation: % of AUM, Hourly, Fixed.

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 195511 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search