Oak Park Wealth Management LLC

Oak Park Wealth Management LLC (CRD# 195511) is a financial advisory firm headquartered in Westlake, OH. They manage $23,676,846 in 57 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
25935 Detroit Rd., #103, Westlake, OH 44145
http://oakparkwm.com
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $415,383
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Oak Park Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Doyle, financial advisor Lakewood OH
Daniel M. Doyle
CRD#: 5069615
Lakewood, OH

Daniel Doyle (CRD# 5069615) is an Investment Advisor Representative working at Oak Park Wealth Management LLC in Lakewood, OH and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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