OAK WEALTH ADVISORS LLC
CRD #148832 SEC #801-110588 NORTHBROOK, IL 847-945-8888
SEC Registered
Total AUM
$321M
Discretionary
$321M
Employees
6
Clients
101
Accounts
594
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $321M | $321M | $0 | 6 | 0 |
| Mar 2025 | $321M | $321M | $0 | 6 | 0 |
| May 2024 | $283.3M | $283.3M | $0 | 6 | 0 |
| Feb 2024 | $283.3M | $283.3M | $0 | 6 | 0 |
| Nov 2023 | $211.2M | $211.2M | $0 | 6 | 0 |
| Jan 2023 | $211.2M | $211.2M | $0 | 7 | 0 |
| Jan 2023 | $204.2M | $204.2M | $0 | 5 | 0 |
| Mar 2022 | $204.2M | $204.2M | $0 | 5 | 0 |
| Nov 2021 | $142M | $142M | $0 | 4 | 0 |
| Mar 2021 | $142M | $142M | $0 | 4 | 0 |
| Jun 2020 | $142M | $141.3M | $700K | 3 | 0 |
| Feb 2020 | $142M | $141.3M | $700K | 3 | 0 |
| Feb 2019 | $117.4M | $117.4M | $0 | 3 | 0 |
| Aug 2018 | $126M | $125.9M | $150K | 3 | 0 |
| Feb 2018 | $126M | $125.9M | $150K | 1 | 0 |
| Sep 2017 | $109M | $109M | $0 | 1 | 26 |
| May 2017 | $109M | $109M | $0 | 1 | 26 |
| May 2012 | $65.5M | $65.5M | $0 | 1 | 26 |
| Jan 2012 | $65.5M | $65.5M | $0 | 1 | 26 |
| Jun 2011 | $60M | $60M | $0 | 5 | -- |
| Mar 2011 | $60M | $60M | $0 | 5 | -- |
| Jan 2010 | $40M | $40M | $0 | 5 | -- |
| Mar 2009 | $26M | $26M | $0 | 5 | -- |
DateSep 2025
Total AUM$321M
Discretionary$321M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$321M
Discretionary$321M
Non-Disc.$0
Employees6
Clients0
DateMay 2024
Total AUM$283.3M
Discretionary$283.3M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$283.3M
Discretionary$283.3M
Non-Disc.$0
Employees6
Clients0
DateNov 2023
Total AUM$211.2M
Discretionary$211.2M
Non-Disc.$0
Employees6
Clients0
DateJan 2023
Total AUM$211.2M
Discretionary$211.2M
Non-Disc.$0
Employees7
Clients0
DateJan 2023
Total AUM$204.2M
Discretionary$204.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$204.2M
Discretionary$204.2M
Non-Disc.$0
Employees5
Clients0
DateNov 2021
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$142M
Discretionary$141.3M
Non-Disc.$700K
Employees3
Clients0
DateFeb 2020
Total AUM$142M
Discretionary$141.3M
Non-Disc.$700K
Employees3
Clients0
DateFeb 2019
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees3
Clients0
DateAug 2018
Total AUM$126M
Discretionary$125.9M
Non-Disc.$150K
Employees3
Clients0
DateFeb 2018
Total AUM$126M
Discretionary$125.9M
Non-Disc.$150K
Employees1
Clients0
DateSep 2017
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees1
Clients26
DateMay 2017
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$65.5M
Discretionary$65.5M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$65.5M
Discretionary$65.5M
Non-Disc.$0
Employees1
Clients26
DateJun 2011
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees5
Clients--