Oak Park Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$47,534,234
Clients
32
34% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
TypicalAverage account size
$1,485,445
About
Oak Park Wealth Management serves individual and high‑net‑worth clients, providing fee‑only, fiduciary financial advice that includes discretionary investment management, comprehensive financial planning, and project‑based consulting. Its services encompass portfolio construction and ongoing oversight as well as planning support covering retirement, tax, estate and risk‑management matters and referrals to other specialists.
The firm follows a primarily long‑term, discretionary approach to portfolio management using diversified mutual funds, ETFs, individual equities and bonds, with research driven by fundamental, technical and cyclical analysis. To address specific objectives or market conditions it may use shorter‑term trades, allocate to unaffiliated money managers, and employ instruments or strategies such as option contracts, limited partnership investments, margin borrowing and, in limited cases, short selling.
Distinctive elements for a solo independent adviser include managing roughly $47.7 million for a small client base while also offering consultative projects (insurance and tax reviews, expert‑witness work, and committee advising) that are less common among peers of similar size. The firm maintains an institutional custodian relationship (Schwab), does not accept commissions, and retains oversight when recommending third‑party managers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Options & derivatives strategies
Private / alternative investments
Concentrated stock management
Fee options
Fixed fees based on estimated hours for financial planning engagements; negotiated per client.
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Up to $225 per hour for financial planning services.
Fee-only: Fee-only financial advisory firm; compensated solely by client fees; no commissions or product sales.
Main office location
Oak Park Wealth Management LLC
Lakewood OH, United States
Number of offices
1
Most active in
Oak Park Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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