Updated:
Oaks Wealth Management
OAKS WEALTH MANAGEMENT is a state-registered investment adviser in HOUSTON, TX. The firm manages $30 million in regulatory assets under management on a...
Overview
OAKS WEALTH MANAGEMENT is a state-registered investment adviser in HOUSTON, TX. The firm manages $30 million in regulatory assets under management on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
How does Oaks Wealth Management source its proprietary deal flow?
Oaks relies on a curated, low-volume network of private bankers, placement agents, and existing general partner relationships to source investment opportunities. Because the office does not maintain a public brand or solicit deals, the majority of its flow is inbound and referral-based. This approach favors high-conviction, negotiated co-investments over broad auction processes.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Oaks Wealth Management in Altss
Explore available research and relationship coverage for this adviser in Altss.