RIA Intel›Advisers›Ohio›OAK PARK WEALTH MANAGEMENT LLC

OAK PARK WEALTH MANAGEMENT LLC

Advisory

OH

Data as of Mar 5, 2026 · Source: SEC Form ADV

Average account

$1M

across 32 accounts

AUM per adviser

$48M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$48M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$48M

Discretionary AUM$48M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients32

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

32 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

RETIREMENT PLAN ADVISORS LTD

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SCOTT S. DUKO, REGISTERED INVESTMENT ADVISOR, LTD.

$48M

YERKES FINANCIAL ADVISORS, INC.

$49M

PETERS MANAGEMENT GROUP LLC

WESTERVILLE, OH

$49M

GREENROCK ADVISORY LLC

$49M

RAPAPORT CAPITAL MANAGEMENT INC

ORANGE VILLAGE, OH

$46M

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