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Oakland Wealth Management, LLC (Southfield)


Oakland Wealth Management, LLC is a large advisory firm based in Southfield. It manages $26.01 million of regulatory assets for 262 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Michigan.

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Oakland Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Oakland Wealth Management: assets under management

The assets under management (AUM) of Oakland Wealth Management, LLC is $26.01 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $24.33 million in discretionary accounts and $1.68 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $94.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $336.91 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Oakland Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Southfield

The principal office where Oakland Wealth Management, LLC performs its advisory services is located at 24800 Denso Drive, Southfield, MI 48034, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-914-3610 or by fax 800-914-3610. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at www.oaklandwealth.com.


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