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OAK WEALTH ADVISORS LLC
SEC RegisteredNORTHBROOK, ILhttps://oakwealth.com847-945-8888
Assets Under Management
$100M–$500M
Employees
7
Office Locations
3 offices
Total Accounts
545
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthState/MunicipalInsurance Companies
Services
financial_planningtax_planningcharitable_givingsocial_security
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 67 | $21M |
| High Net Worth Individuals | 115 | $350M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 4 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Michael Christopher Walther
OWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER
Office locations
3 offices in 3 states
IL
NORTHBROOKHQ
UT
SOUTH JORDAN
WI
MADISON
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
CRD number
#148832
SEC Number
801-110588
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
oakwealth.comPhone
847-945-8888Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OAK WEALTH ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.