Oakstreet Wealth Management, Inc. is an SEC registered investment adviser with a primary office location in Magnolia, TX. Its latest Form ADV filing, dated March 30, 2026, reports $482M in regulatory assets under management, 2 employees, 1 office, and 58 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
58
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$482Mas of March 30, 2026
Discretionary100.0%
$482M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$482M
Total Accounts58
10Y AUM Change+$482M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee29:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.