SEC Form ADV

OAK WEALTH ADVISORS LLC

Firm profile: Oak Wealth Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserIL

$373.7M

Assets Under Management

545

Total Clients

Employees

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Registration Details

Accession: CRD-148832
Location: NORTHBROOK, IL
Filing Date: March 25, 2026
AUM: $373.7M
Total Clients: 545
Institutional Clients: 4
Employees: 7
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable Organizations

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.

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