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).
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Total Assets Under Management283MILLION
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Total Number of Accounts572ACCOUNTS
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Average Account Value$495,240
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
IL, NH, TX, UT, WA, WI
Neil Mahoney (CRD# 4781371) is an Investment Advisor Representative working at Oak Wealth Advisors LLC in South Jordan, UT and has over 20 years of experience in the finance industry.
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.
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.