# Oakfort Wealth Partners

> 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.

- CRD: 169340
- Filed as: OAKFORT WEALTH PARTNERS
- Legal name: Gitau Financial Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Minnetonka, MN
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169340
- AdvisorCensus page: https://advisorcensus.com/firm/oakfort-wealth-partners-minnetonka-mn-169340

## Quick answers

**How is Oakfort Wealth Partners compensated?**
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).

**Where is Oakfort Wealth Partners located?**
Oakfort Wealth Partners' principal office is in Minnetonka, MN, according to its Form ADV.

**Is Oakfort Wealth Partners registered with the SEC or a state?**
Oakfort Wealth Partners is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 169340.

**How much does Oakfort Wealth Partners manage?**
Oakfort Wealth Partners reports $2,362,415 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (90% discretionary).

**What types of clients does Oakfort Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27).

**Does Oakfort Wealth Partners 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/169340

## 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: $2,362,415
- Discretionary: $2,134,030
- Non-discretionary: $228,385

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $2,362,415 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oakfortwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oakfort Wealth Partners (CRD 169340): Form ADV filing data as of October 2026.