Oakstreet Wealth Management, Inc.
SEC RegisteredWe will find your best path to retirement.
About the firm
OakStreet Wealth Management has deep roots dating back over 30 years in providing personalized investment management services, focused on identifying the best approach to meet each client's unique situation, objectives, and long-term financial goals. Today, they apply that philosophy and expertise to custom-tailored retirement plans that help business owners maximize retirement outcomes for themselves and their employees.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, recordkeeping, plan administration, compliance, and ongoing plan reviews, offered as a holistic service model that manages all functions of a retirement plan.
Who they serve
Employers (business owners) and their employees seeking retirement plan solutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Charitable Organizations | 58 | $482M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5 million | 0.40% |
| Next $5 million | 0.35% |
| Next $5 million | 0.30% |
| Next $5 million | 0.25% |
| Next $5 million | 0.20% |
| Next $5 million | 0.15% |
| Next $5 million | 0.12% |
| Next $5 million | 0.10% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Oakstreet Wealth Management, Inc. 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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