$373.7M Total AUM
$373.7M Disc. AUM
-- 3Y CAGR
7 Employees
186 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Oak emberRidge unison +more
- Established Date
- 11-24-2008
- Office Locations
- 2
Office Locations
3330 University Avenue #202 Madison WI
836 Skokie Blvd Northbrook IL
About OAK Wealth Advisors LLC
Oak Wealth Advisors provides financial planning and investment management for families navigating disabilities and other special needs. The team brings personal ties to the disability community, offers guidance tailored to state and local resources, and has senior consultants who are members of the Academy of Special Needs Planners. Portfolios primarily use public funds and ETFs.
Team overview
41 AVG AGE
$124.6M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
7.8 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Atlas Crest
Client Personas
Oak eagle
Custodian
Prime optima Zenith meridian Horizon Peak Oak Delta vertex Prime harbor
Fund Managers
Harbor beacon
Investment Themes
Vertex Zenith vector
Investment Vehicles
Vector Delta
Platform
Meridian foundation
Services
Pathway Momentum optima Momentum prime Fusion Frontier crest Momentum
Technology
Legacy Capital Zenith peak Horizon ridge Capital legacy
Owner & Executives
M
MICHAEL CHRISTOPHER WALTHER II
Chief Compliance Officer, Managing Member, Owner, Wealth Advisor
- CRD
- #2665663
- Ownership
- 75% or more
(422) 339-1160
unison.eagle@glaciercapital.com
in linkedin.com/in/capital-peak
Showing 1 of 1 owners & executives
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JUSTIN ROBERT BAAS
--
- CRD
- #6026266
(782) 967-9647
crest.ember@harborcapital.com
in linkedin.com/in/vertex-prime
RYAN ROBERT MCGUIRE
Wealth Advisor
- CRD
- #6061523
(763) 358-7861
capital.pioneer@radialcapital.com
in linkedin.com/in/glacier-pathway
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $373,663,197 | $685,621 |
| Non-Discretionary | $0 | -- |
| Total | $373,663,197 | $685,621 |
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Separately Managed Accounts
Total SMA Asset: $373,663,197
Public Funds:
19.8% Cash:
40.4% Equity - Exchange:
39.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $973,525,180 | 19.8% |
| Cash | $1,986,384,711 | 40.4% |
| Equity - Exchange | $1,956,883,948 | 39.8% |
| Total | $4,916,793,839 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA PIONEER FOUNDATION | VERTEX MATRIX | VIU91I1M0 | NYQW | 1.32% | $104,274,734 |
| GLACIER VERTEX | FRONTIER CREST | 6OPX3LFD3 | KEMDO | 10.15% | $7,398,749 |
| SUMMIT VECTOR SUMMIT | VECTOR FOUNDATION | WEN522WLZ | AWIPR | 7.34% | $54,249,396 |
| ZENITH PIONEER | VITAL FOUNDATION | Z6JUY4S9M | AHHRR | 5.99% | $79,199,032 |
| VALUE GLACIER GLACIER | CATALYST MOMENTUM | 1A1E2UPJZ | OFWVD | 2.82% | $9,726,287 |
| EMBER CREST CATALYST | LEGACY CAPITAL | DRVEF6KX5 | STL | 2.96% | $34,258,215 |
| NORTH RIDGE PEAK | PRIME PRIME | 0NVZHJT8F | RGISY | 9.75% | $105,988,131 |
| SIGNAL WAVE | RADIAL FOUNDATION | WLDCRXONE | HSOFX | 5.66% | $54,128,214 |