RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Illinois
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 9, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WALTHER, MICHAEL, CHRISTOPHERIOWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
WALTHER, MICHAEL, CHRISTOPHERIOWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
WALTHER, MICHAEL, CHRISTOPHERIOWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
WALTHER, MICHAEL, CHRISTOPHERIOWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
WALTHER, MICHAEL, CHRISTOPHERIOWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
WALTHER, MICHAEL, CHRISTOPHERIOWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
WALTHER, MICHAEL, CHRISTOPHERIOWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
WALTHER, MICHAEL, CHRISTOPHERIOWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
WALTHER, MICHAEL, CHRISTOPHERIOWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
WALTHER, MICHAEL, CHRISTOPHERIOWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
WALTHER, MICHAEL, CHRISTOPHERIOWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
WALTHER, MICHAEL, CHRISTOPHERIOWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
WALTHER, MICHAEL, CHRISTOPHERIOWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
WALTHER, MICHAEL, CHRISTOPHERIOWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
WALTHER, MICHAEL, CHRISTOPHERIOWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
WALTHER, MICHAEL, CHRISTOPHERIOWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
WALTHER, MICHAEL, CHRISTOPHERIOWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
WALTHER, MICHAEL, CHRISTOPHERIOWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
WALTHER, MICHAEL, CHRISTOPHERIOWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
WALTHER, MICHAEL, CHRISTOPHERIOWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
WALTHER, MICHAEL, CHRISTOPHERIOWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
WALTHER, MICHAEL, CHRISTOPHERIOWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
WALTHER, MICHAEL, CHRISTOPHERIOWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
WALTHER, MICHAEL, CHRISTOPHERIOWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Sep 9, 2025 REGISTERED

Notice Filings (8)

IL NH NM SD TX UT WA WI

Address

836 SKOKIE BLVD.
NORTHBROOK, IL 60062
United States
Phone: 847-945-8888