# Oakstreet Wealth Management, Inc.

> 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.

- CRD: 288723
- Filed as: OAKSTREET WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Magnolia, TX
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288723
- AdvisorCensus page: https://advisorcensus.com/firm/oakstreet-wealth-management-inc-magnolia-tx-288723

## Quick answers

**How is Oakstreet Wealth Management, Inc. compensated?**
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).

**How much does Oakstreet Wealth Management, Inc. charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Flat fee: $5,000 to $20,000 a year (Annual Fixed Fee Chart). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Oakstreet Wealth Management, Inc. located?**
Oakstreet Wealth Management, Inc.'s principal office is in Magnolia, TX, according to its Form ADV.

**Is Oakstreet Wealth Management, Inc. registered with the SEC or a state?**
Oakstreet Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 288723.

**How much does Oakstreet Wealth Management, Inc. manage?**
Oakstreet Wealth Management, Inc. reports $482,000,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Oakstreet Wealth Management, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Oakstreet Wealth Management, Inc. serve?**
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).

**Does Oakstreet Wealth Management, Inc. report any disciplinary disclosures?**
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

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Flat fee: $5,000 to $20,000 a year (Annual Fixed Fee Chart)

> Annual Fixed Fee Chart Minimum fee of $5,000 0-5 million up to $5,000 to $20,000

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $482,000,000
- Discretionary: $482,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 58 | $482,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2019 (6 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $325,000,000 | 2 | March 31, 2021 |
| October 2022 | $420,000,000 | 2 | March 30, 2022 |
| October 2023 | $350,000,000 | 2 | March 15, 2023 |
| October 2024 | $400,000,000 | 2 | March 28, 2024 |
| October 2025 | $465,000,000 | 2 | March 28, 2025 |
| October 2026 | $482,000,000 | 2 | March 30, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oakstreet Wealth Management, Inc. (CRD 288723): Form ADV filing data as of October 2026.