Oak Tree Wealth Management

Financial planning in Corpus Christi, TX

State registeredNo commissions reported

Call (361) 452-0226 Send a message Map ↗

Public-record details

Address: 101 N. Shoreline Blvd., Suite 304, Corpus Christi, TX 78401
Phone: (361) 452-0226
Listed under: Financial planning, Hourly fees, % of assets managed
Legal name: Oak Tree Wealth Management, LLC
CRD number: 164685
Registration: State registered: TX
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Other (Referral Fees)
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management: $13.4 million
Accounts managed: 125
Clients reported (Form ADV 5.D): 81
Individual / high-net-worth clients: 78 / 3
Employees: 1
Other business activities (Form ADV 6.A): Also active as: insurance broker or agent
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-04-02

State registered (TX) investment adviser, CRD 164685, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 164685 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Corpus Christi

Davidson Capital Management, INC5350 South Staples, Suite 434 · Corpus Christi, TX 78411 · (361) 906-0070 · % of assets managedCRD 112232 · % of assets · $630.3 million AUMSEC registeredNo commissions reported Herndon Plant Oakley LTD800 N. Shoreline Blvd, Suite 2200 South · Corpus Christi, TX 78401 · (361) 888-7611 · Financial planningCRD 44971 · % of assets, Fixed fees · $155.4 million AUMSEC registeredNo commissions reported Jmjrg, INC. DBA Strategic Wealth Management Group4466 S. Staples St., Suite 700 · Corpus Christi, TX 78412 · (361) 881-4972 · Financial planningCRD 309992 · % of assets · $13.8 million AUMState registeredNo commissions reported Springwater Advisors, LLC800 North Shoreline Blvd., Suite 2200 South · Corpus Christi, TX 78401 · (800) 888-4894 · Flat / fixed feesCRD 150034 · % of assets, Fixed fees, Other · $75.5 million AUMState registeredNo commissions reported Stonewater Wealth Management, INC.4639 Corona Dr, Ste 9 · Corpus Christi, TX 78411 · (361) 482-0699 · % of assets managedCRD 164953 · % of assets · $45.9 million AUMState registeredNo commissions reported

All 6 in Corpus Christi →