OAKSTREET WEALTH MANAGEMENT, INC.
CRD #288723 SEC #801-117484 MAGNOLIA, TX 800-803-9885
SEC Registered
Total AUM
$465M
Discretionary
$465M
Employees
2
Clients
--
Accounts
57
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $465M | $465M | $0 | 2 | 0 |
| Mar 2025 | $465M | $465M | $0 | 2 | 0 |
| Mar 2024 | $400M | $400M | $0 | 2 | 0 |
| Mar 2023 | $350M | $350M | $0 | 2 | 0 |
| Mar 2022 | $420M | $420M | $0 | 2 | 0 |
| Mar 2021 | $325M | $325M | $0 | 2 | 0 |
| Jun 2020 | $250M | $250M | $0 | 3 | 0 |
| Mar 2020 | $250M | $250M | $0 | 3 | 0 |
| Sep 2019 | $134.6M | $134.6M | $0 | 3 | 0 |
| Apr 2018 | $25M | $25M | $0 | 2 | 0 |
| Mar 2018 | $25M | $25M | $0 | 3 | 0 |
DateMar 2025
Total AUM$465M
Discretionary$465M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$465M
Discretionary$465M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$420M
Discretionary$420M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees3
Clients0
DateSep 2019
Total AUM$134.6M
Discretionary$134.6M
Non-Disc.$0
Employees3
Clients0
DateApr 2018
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees3
Clients0