# Oakwood Wealth Advisors

Oakwood Wealth Advisors is a Multi Family Office based in United Kingdom.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United Kingdom
- **Region:** Europe
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 164656
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164656

## About

OAKWOOD WEALTH ADVISORS LTD. is a state-registered investment adviser in Naperville, IL. The firm manages approximately $12 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Does Oakwood participate in direct deals or only fund commitments?

The firm's specific investment implementation approach is not publicly documented. Typical multi-family offices of Oakwood's profile blend direct co-investments, where families deploy alongside trusted managers, with curated allocations to private equity and venture capital funds. No specific direct deals or fund commitments have been publicly attributed to Oakwood.

### What is Oakwood's known posture on co-investments alongside external GPs?

There is no public record of Oakwood Wealth Advisors actively co-investing alongside external general partners. Multi-family offices of its type often evaluate co-investment opportunities introduced by their fund relationships, but Oakwood does not publicly market itself as an active co-investment syndicator or deal sponsor.

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Last updated: 2026-07-06T01:24:22.366Z

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