RIA Intel›Advisers›Missouri›OAKVIEW WEALTH SOLUTIONS LLC

OAKVIEW WEALTH SOLUTIONS LLC

Advisory

SAINT CHARLES, MO

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

Average account
$127K
across 223 accounts
AUM per adviser
$28M
1 adviser

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

Total AUM
$28M
Discretionary %
99.3%
Clients
88
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$28M
Discretionary AUM$28M
Non-Discretionary AUM$188K
Discretionary %99.3%
Total Clients88
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MO

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

NEXT BLOOM WEALTH LLC
GLADSTONE, MO
$28M
MOSECO ASSET MANAGEMENT LLC
ST LOUIS, MO
$29M
-33.0% 1Y
LUCKY MAN, LLC
$29M
CLARITY FINANCIAL, L.L.C.
COLUMBIA, MO
$29M
MACROVEX, LLC
$29M
STACKHOUSE CAPITAL LLC
SEDALIA, MO
$28M

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