OAK WEALTH ADVISORS LLC
SEC RegisteredFinancial Planning & Investment Management for Families with Special Needs
About the firm
Oak Wealth Advisors is a 100% employee owned and independent financial planning and wealth management firm that assists families with loved ones who have intellectual and developmental disabilities plan for their future. Every member of their team has a personal connection to the disability community, and all Senior Consultants are members of the Academy of Special Needs Planners.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Special needs financial planning, wealth management, investment management, tax planning, and state and local resource guidance for families with special needs members
Who they serve
Families with loved ones who have intellectual and developmental disabilities or special needs
| 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
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 0.90% |
| Assets between $1,000,001 – $3,000,000 | 0.75% |
| Assets between $3,000,001 – $5,000,000 | 0.60% |
| Assets between $5,000,001 – $10,000,000 | 0.40% |
| Assets between $10,000,001 – $20,000,000 | 0.30% |
| Assets over $20,000,000 | 0.20% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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.