Oak Tree Wealth Management

Oak Tree Wealth Management (CRD# 164685) is a financial advisory firm headquartered in Corpus Christi, TX. They manage $11,000,000 in 73 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
101 N. Shoreline Blvd., Suite 304, Corpus Christi, TX 78401
https://riskintake.com/
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $150,685
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Oak Tree Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Martin Schoonover, financial advisor Corpus Christi TX
Martin L. Schoonover
CRD#: 3203095
101 N. Shoreline Blvd., Suite 304, Corpus Christi, TX 78401

Martin Schoonover (CRD# 3203095) is an Investment Advisor Representative working at Oak Tree Wealth Management in Corpus Christi, TX and has over 16 years of experience in the finance industry.

2
Christopher McMahan, financial advisor Corpus Christi TX
Christopher G. McMahan
CRD#: 7413408
101 N. Shoreline Blvd., Suite 304, Corpus Christi, TX 78401

Christopher McMahan (CRD# 7413408) is an Investment Advisor Representative working at Oak Tree Wealth Management in Corpus Christi, TX and has 1 year 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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