{ "crd_number": 288723, "slug": "oakstreet-wealth-management-inc-magnolia-tx-288723", "primary_business_name": "OAKSTREET WEALTH MANAGEMENT, INC.", "legal_name": "OAKSTREET WEALTH MANAGEMENT, INC.", "dbas": [], "city": "Magnolia", "state": "TX", "country": "United States", "cbsa_code": "26420", "metro": { "cbsa_code": "26420", "common_name": "Houston", "msa_name": "Houston-Pasadena-The Woodlands, TX", "path": "/advisors/tx/houston" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2019-10-15", "years_registered": 6, "period": "2026-10-01", "filing_date": "2026-03-30", "carried_forward": false, "raum_total": 482000000.0, "raum_discretionary": 482000000.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 2, "advisory_employees": 1, "client_count_bucket": null, "clients_by_type": { "pension_profit_sharing": { "raum": 482000000.0, "count": 58 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "pension_consulting", "portfolio_management_businesses_institutional", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "IL", "TX" ], "websites": [ "https://oakstreetwm.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288723", "city_as_filed": "MAGNOLIA", "url": "https://advisorcensus.com/firm/oakstreet-wealth-management-inc-magnolia-tx-288723", "display_name": "Oakstreet Wealth Management, Inc.", "summary": "Oakstreet Wealth Management, Inc. is an SEC-registered investment advisory firm in Magnolia, TX, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.", "citation": "AdvisorCensus. Oakstreet Wealth Management, Inc. (CRD 288723): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients", "Pension consulting services" ], "quick_answers": [ { "q": "How is Oakstreet Wealth Management, Inc. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Oakstreet Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)." }, { "q": "Where is Oakstreet Wealth Management, Inc. located?", "a": "Oakstreet Wealth Management, Inc.'s principal office is in Magnolia, TX, according to its Form ADV." }, { "q": "Is Oakstreet Wealth Management, Inc. registered with the SEC or a state?", "a": "Oakstreet Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 288723." }, { "q": "How much does Oakstreet Wealth Management, Inc. manage?", "a": "Oakstreet Wealth Management, Inc. reports $482,000,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)." }, { "q": "How have Oakstreet Wealth Management, Inc.'s assets and staff changed since 2021?", "a": "In the Form ADV data for Oakstreet Wealth Management, Inc.: Regulatory assets under management: $325,000,000 in the October 2021 data and $482,000,000 in the October 2026 data, up 48%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Oakstreet Wealth Management, Inc. serve?", "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (58)." }, { "q": "Does Oakstreet Wealth Management, Inc. report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288723" } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 325000000.0, "total_employees": 2, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 420000000.0, "total_employees": 2, "filing_date": "2022-03-30" }, { "period": "2023-10-01", "regulatory_assets_under_management": 350000000.0, "total_employees": 2, "filing_date": "2023-03-15" }, { "period": "2024-10-01", "regulatory_assets_under_management": 400000000.0, "total_employees": 2, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 465000000.0, "total_employees": 2, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 482000000.0, "total_employees": 2, "filing_date": "2026-03-30" } ], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/oakstreet-wealth-management-inc-magnolia-tx-288723.md", "clients": [ { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 58, "fewer_than_5": false, "raum": 482000000.0 } ], "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/288723", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }