$47.5M Total AUM
$47.5M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-22-2015
- Office Locations
- 1
Office Locations
-- Lakewood OH
About OAK Park Wealth Management LLC
Oak Park Wealth Management is an Ohio-based RIA serving retail clients such as business owners, entrepreneurs, and retirees. The firm pairs tax-aware financial planning with portfolio construction focused on modern, ETF-centric strategies designed to improve traditional allocations and manage risk across the full client journey. Custody options include Schwab and Fidelity/NFS.
Team overview
47 AVG AGE
$47.5M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
11.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
D
DANIEL MICHAEL DOYLE
Chief Compliance Officer, Financial Advisor, PRINCIPAL
- CRD
- #5069615
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,534,234 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,534,234 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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