Oakstreet Wealth Management, Inc.

Oakstreet Wealth Management, Inc. (CRD# 288723) is a financial advisory firm headquartered in Magnolia, TX. They manage $350,000,000 in 50 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    350
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $7,000,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Oakstreet Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Lindsey A. Black
CRD#: 4551667
9911 Stubbs Road, Magnolia, TX 77354

Lindsey Black (CRD# 4551667) is an Investment Advisor Representative working at Oakstreet Wealth Management, Inc. in Magnolia, TX and has over 20 years of experience in the finance industry.

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