# Oak Park Wealth Management LLC

> Oak Park Wealth Management LLC is a state-registered investment advisory firm in Westlake, OH, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 195511
- Filed as: OAK PARK WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Westlake, OH
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/195511
- AdvisorCensus page: https://advisorcensus.com/firm/oak-park-wealth-management-llc-westlake-oh-195511

## Quick answers

**How is Oak Park Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Oak Park Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Oak Park Wealth Management LLC located?**
Oak Park Wealth Management LLC's principal office is in Westlake, OH, according to its Form ADV.

**Is Oak Park Wealth Management LLC registered with the SEC or a state?**
Oak Park Wealth Management LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 195511.

**How much does Oak Park Wealth Management LLC manage?**
Oak Park Wealth Management LLC reports $47,534,234 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**What types of clients does Oak Park Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); high net worth individuals (11).

**Does Oak Park Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/195511

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $47,534,234
- Discretionary: $47,534,234
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $8,345,612 |
| High net worth individuals | 11 | $39,188,622 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [oakparkwm.com](https://oakparkwm.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oak Park Wealth Management LLC (CRD 195511): Form ADV filing data as of October 2026.