Oak Tree Wealth Management

Oak Tree Wealth Management (CRD# 164685) is a financial advisory firm headquartered in Corpus Christi, TX. They manage $12,026,218 in 75 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Oak Tree Wealth Management
Showing 1 - 1 of 1 top financial advisors.
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 9 years of experience in the finance industry.

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