SEC Form ADV

OAK WEALTH ADVISORS LLC

Registered Investment AdviserIL
$373.7M
Assets Under Management
545
Total Clients
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Registration Details

Accession
CRD-148832
Location
NORTHBROOK, IL
Filing Date
March 25, 2026
AUM
$373.7M
Total Clients
545
Amendment
No

About this Adviser

OAK WEALTH ADVISORS LLC is a registered investment adviser headquartered in NORTHBROOK, IL, managing approximately $373.7M in assets across 545 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.