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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Morgan Stanley · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-20-2016
- Office Locations
- 1
Office Locations
About OAK Road Wealth Management
Oak Road Wealth Management is a Kansas City–area fiduciary RIA serving individuals and businesses with retirement-focused financial planning, investment management, and investor behavior coaching to help clients stay disciplined through market volatility. The firm emphasizes transparent, asset-based pricing with no commissions and runs portfolios that are predominantly ETF-based.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Michael Brenton Murff
Chief Operating Officer, Chief Operations Officer
- CRD
- #7013462
- Ownership
- 50% but less than 75%
DANIEL EDWARD SHEPARD
Chief Executive Officer, Founder, President
- CRD
- #4593347
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Andrew Scott Matz
--
- CRD
- #7856180
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,948,706 | -- |
| Non-Discretionary | $45,123,253 | -- |
| Total | $80,071,959 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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