DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Oakstreet Wealth Management, Inc.
Latest filing Mar 30, 2026
First filing on the tape Jul 7, 2017 · 15 filings
SEC status approved since Oct 15, 2019
RAUM
$482M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$482M
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$482M as of Mar 30, 2026
Mar 29, 2018$25.0M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Mar 30, 2026
Mar 29, 20183 then
Employees (5.A)2 as of Mar 30, 2026
Mar 29, 20183 then
Private funds: no history
RAUM +3.7% over the last fiscal year+11% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $482MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $8.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 100%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 0.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +3.7%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$482M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 58reported
- Charitable clients
- n/areported
- Accounts
- 58reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Lindsey Amanda Black | Magnolia, Tx | Dec 14, 2017 | 22 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Lindsey Amanda Black from Bok Financial Asset Management, Inc.Dec 14, 2017 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Amanda Lindsey Black · President/Secretary/Treasuer/Chief Compliance Officercontrolsince 05/2017 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 57 to 58Mar 28, 2025 to Mar 30, 2026
- Pension plan clients · 57 to 58Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $465M to $482MMar 28, 2025 to Mar 30, 2026
- Pension RAUM · $465M to $482MMar 28, 2025 to Mar 30, 2026
- RAUM · $465M to $482MMar 28, 2025 to Mar 30, 2026
- Succession · true to falseMar 28, 2025 to Mar 30, 2026
- Accounts · 50 to 57Mar 28, 2024 to Mar 28, 2025
- Pension plan clients · 50 to 57Mar 28, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 28, 2025
- Organization form · Corporation to Other (specify)Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $400M to $465MMar 28, 2024 to Mar 28, 2025
- Pension RAUM · $400M to $465MMar 28, 2024 to Mar 28, 2025
- RAUM · $400M to $465MMar 28, 2024 to Mar 28, 2025
- Succession · false to trueMar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $350M to $400MMar 15, 2023 to Mar 28, 2024
- Pension RAUM · $350M to $400MMar 15, 2023 to Mar 28, 2024
- RAUM · $350M to $400MMar 15, 2023 to Mar 28, 2024
- Accounts · 45 to 50Mar 30, 2022 to Mar 15, 2023
- Pension plan clients · 45 to 50Mar 30, 2022 to Mar 15, 2023
- Discretionary RAUM · $420M to $350MMar 30, 2022 to Mar 15, 2023
- Pension RAUM · $420M to $350MMar 30, 2022 to Mar 15, 2023
- RAUM · $420M to $350MMar 30, 2022 to Mar 15, 2023
- Accounts · 40 to 45Mar 31, 2021 to Mar 30, 2022
- Pension plan clients · 40 to 45Mar 31, 2021 to Mar 30, 2022
- Discretionary RAUM · $325M to $420MMar 31, 2021 to Mar 30, 2022
- Pension RAUM · $325M to $420MMar 31, 2021 to Mar 30, 2022
- RAUM · $325M to $420MMar 31, 2021 to Mar 30, 2022
- Accounts · 41 to 40Jun 30, 2020 to Mar 31, 2021
- Advisory employees · 2 to 1Jun 30, 2020 to Mar 31, 2021
- Pension plan clients · 41 to 40Jun 30, 2020 to Mar 31, 2021
- Employees · 3 to 2Jun 30, 2020 to Mar 31, 2021
- State-registered IARs · 2 to 1Jun 30, 2020 to Mar 31, 2021
- Discretionary RAUM · $250M to $325MJun 30, 2020 to Mar 31, 2021
- Pension RAUM · $250M to $325MJun 30, 2020 to Mar 31, 2021
- RAUM · $250M to $325MJun 30, 2020 to Mar 31, 2021
- Accounts · 31 to 41Sep 13, 2019 to Mar 31, 2020
- Pension plan clients · 31 to 41Sep 13, 2019 to Mar 31, 2020
- Discretionary RAUM · $135M to $250MSep 13, 2019 to Mar 31, 2020
- Pension RAUM · $135M to $250MSep 13, 2019 to Mar 31, 2020
- RAUM · $135M to $250MSep 13, 2019 to Mar 31, 2020
Signals
3 dated events
- Oakstreet Wealth Management, Inc. reported succeeding to the business of Oakstreet Wealth Management, Inc. (Form ADV Item 4)Mar 28, 2025 · Succession (Item 4) · fact
- Oakstreet Wealth Management, Inc. reported RAUM $250.0M, up 86% from $134.6M (2019-09-13 to 2020-03-31)Mar 31, 2020 · RAUM change · derived
- Oakstreet Wealth Management, Inc. filed its initial SEC registration (Form ADV)Jul 7, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- OAKSTREETWM.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 800-803-9885reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $482Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026