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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-05-2020
- Office Locations
- 1
Office Locations
About Oaks Wealth Management
Oaks Wealth Management is a Houston-based, fee-only planning and investment firm that starts with clients’ “money story” to surface behavioral drivers, then builds and continuously adjusts a personalized plan with coordinated professional support. Portfolios emphasize disciplined research, risk management, diversification, and resilient income. Led by a CFP professional who is also a therapist and writes on compliant AI use; custody includes Charles Schwab.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JONATHAN ASHLEY KOLMETZ
Chief Compliance Officer, Financial Advisor, President
- CRD
- #4557377
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,202,040 | -- |
| Non-Discretionary | $232,800 | -- |
| Total | $30,434,840 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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