RIA Intelligence

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

Firm Details

Organization Type
Other (specify) (S CORP)
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BLACK, LINDSEY, AMANDAIPRESIDENT/SECRETARY/TREASUER/CHIEF COMPLIANCE OFFICERE Control
BLACK, LINDSEY, AMANDAIPRESIDENT/SECRETARY/TREASUER/CHIEF COMPLIANCE OFFICERE Control
BLACK, LINDSEY, AMANDAIPRESIDENT/SECRETARY/TREASUER/CHIEF COMPLIANCE OFFICERE Control
BLACK, LINDSEY, AMANDAIPRESIDENT/SECRETARY/TREASUER/CHIEF COMPLIANCE OFFICERE Control
BLACK, LINDSEY, AMANDAIPRESIDENT/SECRETARY/TREASUER/CHIEF COMPLIANCE OFFICERE Control
BLACK, LINDSEY, AMANDAIPRESIDENT/SECRETARY/TREASUER/CHIEF COMPLIANCE OFFICERE Control
BLACK, LINDSEY, AMANDAIPRESIDENT/SECRETARY/TREASUER/CHIEF COMPLIANCE OFFICERE Control
BLACK, LINDSEY, AMANDAIPRESIDENT/SECRETARY/TREASUER/CHIEF COMPLIANCE OFFICERE Control
BLACK, LINDSEY, AMANDAIPRESIDENT/SECRETARY/TREASUER/CHIEF COMPLIANCE OFFICERE Control
BLACK, LINDSEY, AMANDAIPRESIDENT/SECRETARY/TREASUER/CHIEF COMPLIANCE OFFICERE Control
BLACK, LINDSEY, AMANDAIPRESIDENT/SECRETARY/TREASUER/CHIEF COMPLIANCE OFFICERE Control
BLACK, LINDSEY, AMANDAIPRESIDENT/SECRETARY/TREASUER/CHIEF COMPLIANCE OFFICERE Control
BLACK, LINDSEY, AMANDAIPRESIDENT/SECRETARY/TREASUER/CHIEF COMPLIANCE OFFICERE Control
BLACK, LINDSEY, AMANDAIPRESIDENT/SECRETARY/TREASUER/CHIEF COMPLIANCE OFFICERE Control
BLACK, LINDSEY, AMANDAIPRESIDENT/SECRETARY/TREASUER/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 28, 2025 REGISTERED

Notice Filings (14)

AL AR FL GA IL IN KY LA MS ND OK SC TN TX

Address

9911 STUBBS ROAD
MAGNOLIA, TX 77354
United States
Phone: 800-803-9885