OAKSTREET WEALTH MANAGEMENT, INC.

OAKSTREET WEALTH MANAGEMENT, INC. of MAGNOLIA, TX is an SEC-registered investment adviser (CRD 288723). Regulatory assets under management: $482.0M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (2)

NameRoleLocation
Lindsey Amanda BlackPRESIDENT/SECRETARY/TREASUER/CHIEF COMPLIANCE OFFICER—
BLACK LINDSEY AMANDAPRESIDENT/SECRETARY/TREASUER/CHIEF COMPLIANCE OFFICER—

More on this firm