OAKSTREET WEALTH MANAGEMENT, INC.
CRD #152613 SEC #801-71076 DAYTON, OH 937-294-4200
SEC Registered
Total AUM
$281.1M
Discretionary
$246.4M
Employees
6
Clients
1
Accounts
1,569
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2013
- 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 |
|---|---|---|---|---|
| GOLBA, THEODORE, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GOLBA, THEODORE, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LIBERTI, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIBERTI, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIBERTI, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIBERTI, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIBERTI, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIBERTI, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PICKETT, JUDITH, WHEDON | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KATZ, EDWIN, LEE | I | PRESIDENT | E | Control |
| KATZ, EDWIN, LEE | I | PRESIDENT | E | Control |
| KATZ, EDWIN, LEE | I | PRESIDENT | E | Control |
| KATZ, EDWIN, LEE | I | PRESIDENT | E | Control |
| KATZ, EDWIN, LEE | I | PRESIDENT | E | Control |
| KATZ, EDWIN, LEE | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 27, 2013 REGISTERED
Notice Filings (11)
CA FL IL IN LA NC NE OH TX VA WI
Address
3131 SOUTH DIXIE DRIVESUITE 414
DAYTON, OH 45439-2287
United States
Phone: 937-294-4200