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OAKSTREET WEALTH MANAGEMENT, INC.

MAGNOLIA, TX · CRD 288723 · IAPD ↗ · oakstreetwm.com · 800-803-9885

$482.0MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

43
April 2025 — OAKSTREET WEALTH MANAGEMENT, INC. filed an Item 4A succession naming OAKSTREET WEALTH MANAGEMENT, INC. (CRD 288723) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.