# Oak Wealth Advisors

Oak Wealth Advisors is a Bank / Wealth / Trust based in Northbrook, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Northbrook, United States
- **Region:** North America
- **Address:** Northbrook, IL, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** oakwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/oak-wealth-advisors

## Regulatory record

- **CRD number:** 148832
- **SEC file number:** 801-110588
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148832

## About

Oak Wealth Advisors is an SEC-registered investment adviser in Northbrook, IL, registered since 2017. The firm manages approximately $374 million in assets. It has 7 employees and 3 investment advisers.

## Sectors

- Wealth Management
- Special Needs Planning

## People

- Mike Walther — Founder & President

## Questions

### Who runs investment decisions at Oak Wealth Advisors?

Founder Mike Walther leads the investment committee and sets the firm's strategic asset allocation. The firm relies on Dimensional Fund Advisors for underlying fund management rather than employing in-house portfolio managers.

### Does Oak Wealth Advisors participate in fund commitments or direct deals?

No. The firm constructs portfolios using publicly available mutual funds and ETFs. It does not make direct private investments, sponsor funds, or participate in co-investment club deals.

### What is the firm's known posture on alternative investments?

Oak Wealth Advisors historically allocates to alternatives through liquid, low-cost fund structures such as DFA's real estate and commodity-adjacent portfolios. The firm does not emphasize hedge fund or private equity commitments, favoring implementation simplicity for clients balancing medical and educational expense uncertainty.

## Related profiles

- [Oak Tree Investment Advisors](https://altss.com/profile/oak-tree-investment-advisors)
- [Oakglen Wealth](https://altss.com/profile/oakglen-wealth)

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Last updated: 2026-06-03T20:00:00.000Z

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