OAK ROAD WEALTH MANAGEMENT

OAK ROAD WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 284446). Regulatory assets under management: $80.1M.

Registration

• CRD: 284446
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284446 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search