# OAK ROAD WEALTH MANAGEMENT

OAK ROAD WEALTH MANAGEMENT is an SEC-registered investment adviser.

## Registration

- CRD: 284446
- Type: SEC-registered investment adviser
- Phone: 816-721-9188
- Latest filing: 2026-01-30
- Regulatory AUM: $80.1M
- Discretionary AUM: $34.9M
- Non-discretionary AUM: $45.1M
- Clients: 3
- Accounts: 108

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/284446/brochure
- Similar advisers: https://search.stillhousedata.com/firm/284446/similar
- Related entities: https://search.stillhousedata.com/firm/284446/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/284446

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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.