Oak Wealth Advisors LLC
Legal Name: OAK WEALTH ADVISORS LLC
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Oak Wealth Advisors LLC is legally known as OAK WEALTH ADVISORS LLC. It is an IL Limited Liability Company. This firm has 3 employees, of which 1 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of May 16, 2017.
Oak Wealth Advisors, LLC » Wealth & Financial Planning for Families of Special Needs Members
Oak Wealth Advisors, specializing in wealth & financial planning for families with members of Special-Needs are based in the Chicago area and have been admitted into the Academy of Special Needs Planners while offering services and helpful resources to assist families with children or members of spe…
MICHAEL CHRISTOPHER WALTHER
OWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER owns 75% or more