Oakwood Wealth Advisors Ltd.
Firm details
- Headquarters
- ,
- CRD number
- 164656
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- Individuals60.13%
- HNWI39.87%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Oakwood Wealth Advisors Ltd. is an independent, privately owned registered investment adviser that serves individual and family clients. The firm functions as a capital allocator, combining fee-based advisory services with insurance and other financial product distribution. Its billing approaches include a percentage-of-AUM fee plus options for hourly, fixed, and performance-based arrangements. Core advisory activities listed by the firm cover financial planning, portfolio management for individuals and small businesses, selection of outside advisers, pension consulting, and educational seminars. The firm is not flagged as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Contacts
1 of 1
Darryl Franklin
PresidentCRD 5643121
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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