Oak Road Wealth Management

RIAState Registered

Total AUM

$80.1M

Discretionary

$34.9M

44% of AUM

Avg account

$741K

Accounts

108

Employees

Advisory reps

Firm details

Headquarters: Lee's Summit, Missouri
CRD number: 284446
Website: www.oakroadwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans56.35%
Individuals23.61%
HNWI20.03%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Oak Road Wealth Management is an independent, individual-owned registered investment advisory firm operating as an LLC. The firm serves both individual and family clients as well as institutional clients and offers a blend of financial planning, portfolio management for individuals and small businesses, pension consulting-related services, and educational seminars. Its fee model includes percentage-of-AUM billing along with hourly and fixed-fee arrangements, reflecting flexibility for different client needs. Oak Road is not an active ESG investor and is not identified as a multi-state adviser in the snapshot, though it is registered in a handful of states.