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OAKS WEALTH MANAGEMENT
OWM ADVICE AND ASSET MANAGEMENT INC.
CRD 309759
1225 NORTH LOOP WEST, SUITE 825, HOUSTON, TX, 77008, United States
Phone
281-888-9085
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$30.4M
Discretionary AUM
$30.2M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $6.8M |
| High net worth individuals | 14 | $23.4M |
| Pension/profit sharing plans | 7 | $233K |
All web addresses on file
Official SEC filing: View on IAPD