OAKLAND WEALTH MANAGEMENT, INC.
CRD #130781 SEC #801-63065 SOUTHFIELD, MI 800-914-3610
SEC Registered
Total AUM
$47.6M
Discretionary
$47M
Employees
5
Clients
101
Accounts
411
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 5, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MERSEREAU, NATHAN, MARK | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 5, 2007 REGISTERED
Notice Filings (2)
MI TX
Address
24800 DENSO DRIVESUITE 262
SOUTHFIELD, MI 48033
USA
Phone: 800-914-3610