# OAKS WEALTH MANAGEMENT

OAKS WEALTH MANAGEMENT of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 309759
- Type: SEC-registered investment adviser
- Location: 1225 NORTH LOOP WEST, HOUSTON, TX, 77008
- Phone: 281-888-9085
- Latest filing: 2026-03-18
- Regulatory AUM: $30.4M
- Discretionary AUM: $30.2M
- Non-discretionary AUM: $233K
- Clients: 2
- Accounts: 49

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309759/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309759/similar
- Related entities: https://search.stillhousedata.com/firm/309759/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309759

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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.