Oaks Wealth Management

Oaks Wealth Management (CRD# 309759) is a financial advisory firm headquartered in Houston, TX. They manage $14,131,234 in 53 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1225 North Loop West, Suite 825, Houston, TX 77008
https://www.oakswealthmanagement.com
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $266,627
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Oaks Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan Kolmetz, financial advisor Houston TX
Jonathan A. Kolmetz
CRD#: 4557377
2525 North Loop West, Suite 250, Houston, TX 77008

Jonathan Kolmetz (CRD# 4557377) is an Investment Advisor Representative working at Oaks Wealth Management in Houston, TX and has over 21 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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