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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...
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 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 using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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