OAKVIEW WEALTH SOLUTIONS LLC

Overview

Oakview Wealth Solutions LLC is an independent, privately owned registered investment adviser operating as a limited liability company. The firm focuses on serving individual and family clients and functions as a capital allocator, combining bespoke financial planning with ongoing portfolio management. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, and the firm also runs educational seminars and workshops. Core advisory services listed by the firm are financial planning, portfolio management for individuals and small businesses, and the selection of other advisers when needed. Oakview does not identify as an active ESG investor and is not described as a multi-state or newly formed adviser. The firm does not position itself as a pension consultant or a related adviser to another registered firm.

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Public Holdings

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Location & Offices