OAKS WEALTH MANAGEMENT

OAKS WEALTH MANAGEMENT of HOUSTON, TX is an SEC-registered investment adviser (CRD 309759). Regulatory assets under management: $30.4M.

Registration

• CRD: 309759
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309759 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search