OAKVIEW WEALTH SOLUTIONS LLC

OAKVIEW WEALTH SOLUTIONS LLC of SAINT CHARLES, MO is an SEC-registered investment adviser (CRD 297531). Regulatory assets under management: $28.4M.

Registration

• CRD: 297531
• Type: Registered investment adviser
• Location: 1378 S 5TH ST, SAINT CHARLES, MO, 63301
• Phone: 636-498-4326
• Latest filing: 2026-03-05
• Regulatory AUM: $28.4M
• Discretionary AUM: $28.2M
• Non-discretionary AUM: $188K
• Clients: 1
• Accounts: 223

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 297531 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search