Oak Park Wealth Management LLC

Overview

Oak Park Wealth Management LLC is a small, independent registered investment adviser that focuses on serving individual and family clients. The firm operates as a capital allocator: it manages discretionary portfolios directly while also selecting third‑party managers where appropriate. Advisory services emphasize comprehensive financial planning and portfolio management for individuals and small businesses, with the firm explicitly offering selection-of-other-advisers when a client’s needs exceed in‑house capabilities. Investment posture is equity‑leaning. The adviser shows a clear preference for exchange‑traded equities as the primary vehicle for implementing client strategies and runs separately managed account (SMA) mandates that prioritize equity exposure. The firm does not identify as an active ESG investor and does not operate as a multi‑state adviser, which suggests a more localized, hands‑on client focus. Fee arrangements are flexible: percentage of AUM is the primary structure, supplemented by hourly and fixed‑fee engagements for planning or consultative work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices