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Oakwood Wealth Advisors Ltd.

Oakwood Wealth Advisors Ltd.. CRD 164656

O

CRD: 164656

Oakwood Wealth Advisors Ltd.

Naperville, IL
6305601500
www.oakwoodwealthadvisors.com
$30.1M Total AUM
$30.1M Disc. AUM
-- 3Y CAGR
1 Employees
57 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Morgan Stanley · TD Ameritrade
Clients
Retail
Platforms
--
Established Date
08-07-2012
Office Locations
1

Office Locations

-- Naperville IL

About Oakwood Wealth Advisors Ltd.

Oakwood Wealth Advisors Ltd. is a Naperville, IL retail-focused RIA providing financial and investment planning, estate planning, and insurance/annuity guidance alongside portfolio construction and asset allocation. Investment exposure includes mutual funds and strategies across fixed income and alternatives (real estate/hedge funds). Founder-led by Darryl Patrick Franklin; custody relationships include Charles Schwab.

Team overview

51 AVG AGE
$30.1M AVG AUM / ADVISOR
$528.1K AVG AUM / CLIENT
13.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Peak Harbor capital Pathway delta

Investment Themes

North Crest crest

Investment Vehicles

Radial beacon

Services

Ember Horizon vital Legacy vital Oak signal Frontier bridge Glacier catalyst Element

Owner & Executives

D

DARRYL PATRICK FRANKLIN

Chief Compliance Officer, Chief Executive Officer, President

CRD
#5643121
Ownership
75% or more
(546) 314-4674
bridge.frontier@legacycapital.com
in linkedin.com/in/quantum-atlas

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $30,100,000 --
Non-Discretionary $0 --
Total $30,100,000 --

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Separately Managed Accounts

Total SMA Asset: $30,100,000

$30.1M Total SMA
Cash:
100.0%
Asset class Assets Assets %
Cash $6,970,014,773 100.0%
Total $6,970,014,773 100.0%

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