# Oaks Wealth Management

Oaks Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/oaks-wealth-management

## Regulatory record

- **CRD number:** 309759
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309759

## About

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.

## 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.

## Related profiles

- [Oakley Financial](https://altss.com/profile/oakley-financial-llc)
- [Oaktree Wealth Group](https://altss.com/profile/oaktree-wealth-group-inc)

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Last updated: 2026-07-06T01:24:22.248Z

Canonical page: https://altss.com/profile/oaks-wealth-management

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