Oak Wealth Advisors LLC

Oak Wealth Advisors LLC (CRD# 148832) is a financial advisory firm headquartered in Northbrook, IL. They manage $283,277,552 in 572 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    283
    MILLION
  • Total Number of Accounts
    572
    ACCOUNTS
  • Average Account Value
    $495,240
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, NH, TX, UT, WA, WI

Financial Advisors at Oak Wealth Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Neil V. Mahoney
CRD#: 4781371
10808 S. River Front Pkwy, Suite 353, South Jordan, UT 84095

Neil Mahoney (CRD# 4781371) is an Investment Advisor Representative working at Oak Wealth Advisors LLC in South Jordan, UT and has over 19 years of experience in the finance industry.

2
Ryan R. McGuire
CRD#: 6061523
Fitchburg, WI

Ryan McGuire (CRD# 6061523) is an Investment Advisor Representative working at Oak Wealth Advisors LLC in Fitchburg, WI and has over 9 years of experience in the finance industry.

3
Michael C. Walther
CRD#: 2665663
836 Skokie Blvd., Northbrook, IL 60062

Michael Walther (CRD# 2665663) is an Investment Advisor Representative working at Oak Wealth Advisors LLC in Northbrook, IL and has over 28 years of experience in the finance industry.

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