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WAKEFUL
OAKS VALLEY FINANCIAL SERVICES, LLC
CRD 144640
1200 BRICKELL AVE., SUITE 1700B, MIAMI, FL, 33131, United States
Phone
(305) 582-3796
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$54.7M
Discretionary AUM
$42.1M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 210 | $16.4M |
| High net worth individuals | 40 | $23.0M |
| Corporations/business entities | 70 | $15.3M |
All web addresses on file
Official SEC filing: View on IAPD