{
  "crd_number": 169340,
  "slug": "oakfort-wealth-partners-minnetonka-mn-169340",
  "primary_business_name": "OAKFORT WEALTH PARTNERS",
  "legal_name": "GITAU FINANCIAL ADVISORS, LLC",
  "dbas": [],
  "city": "Minnetonka",
  "state": "MN",
  "country": "United States",
  "cbsa_code": "33460",
  "metro": {
    "cbsa_code": "33460",
    "common_name": "Minneapolis",
    "msa_name": "Minneapolis-St. Paul-Bloomington, MN-WI",
    "path": "/advisors/mn/minneapolis"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2014-01-13",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-08-03",
  "carried_forward": false,
  "raum_total": 2362415.0,
  "raum_discretionary": 2134030.0,
  "raum_non_discretionary": 228385.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 2362415.0,
      "count": 27
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MN"
  ],
  "websites": [
    "https://oakfortwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/169340",
  "city_as_filed": "MINNETONKA",
  "url": "https://advisorcensus.com/firm/oakfort-wealth-partners-minnetonka-mn-169340",
  "display_name": "Oakfort Wealth Partners",
  "summary": "Oakfort Wealth Partners is a state-registered investment advisory firm in Minnetonka, MN, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.",
  "citation": "AdvisorCensus. Oakfort Wealth Partners (CRD 169340): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Oakfort Wealth Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Oakfort Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Oakfort Wealth Partners located?",
      "a": "Oakfort Wealth Partners' principal office is in Minnetonka, MN, according to its Form ADV."
    },
    {
      "q": "Is Oakfort Wealth Partners registered with the SEC or a state?",
      "a": "Oakfort Wealth Partners is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 169340."
    },
    {
      "q": "How much does Oakfort Wealth Partners manage?",
      "a": "Oakfort Wealth Partners reports $2,362,415 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (90% discretionary)."
    },
    {
      "q": "What types of clients does Oakfort Wealth Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27)."
    },
    {
      "q": "Does Oakfort Wealth Partners report any disciplinary disclosures?",
      "a": "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/169340"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/oakfort-wealth-partners-minnetonka-mn-169340.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 27,
      "fewer_than_5": false,
      "raum": 2362415.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/169340",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}