Oakstreet Wealth Management, Inc.
- Regulatory AUM
- $482M
- Discretionary
- $482M
- Clients
- 58
- Avg AUM / client
- $8.3M
- Accounts
- 58
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 58 | $482M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Midland Christian School Retirement Plan Midland Christian School, Inc. | 2024 | |
| Houston Grand Opera, Inc. 403(b) Plan Houston Grand Opera, Inc. | 2024 | |
| Usa Compression 401(k) Plan Usa Compression Management Services, Llc | Ausitn, TX | 2024 |
| Brewer Carpet & Design Center 401(k) Profit Sharing Plan & Trust Brewer Carpet And Design Center, Inc. | 2024 | |
| True North Equipment Co. 401(k) Profit Sharing Plan True North Equipment Co. | 2024 | |
| Lakeview Farms, Llc 401(k) Plan Lakeview Farms Holdings, Inc. | Delphos, OH | 2024 |
| Beyel Brothers, Inc. 401(k) Plan Beyel Brothers, Inc. 401(k) Plan | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lindsey Amanda Black | President/Secretary/Treasuer/Chief Compliance Officer | May 2017 (9y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Midland Christian School Retirement Plan | Midland Christian School, Inc. | 343 | $9.6M | 09/01/2024 |
| Houston Grand Opera, Inc. 403(b) Plan | Houston Grand Opera, Inc. | 894 | $8.1M | 01/01/2024 |
| Usa Compression 401(k) Plan | Usa Compression Management Services, Llc | 858 | $73.6M | 01/01/2024 |
| Brewer Carpet & Design Center 401(k) Profit Sharing Plan & Trust | Brewer Carpet And Design Center, Inc. | 254 | $10.2M | 01/01/2024 |
| True North Equipment Co. 401(k) Profit Sharing Plan | True North Equipment Co. | 185 | $21.1M | 01/01/2024 |
| Lakeview Farms, Llc 401(k) Plan | Lakeview Farms Holdings, Inc. | 914 | $26.9M | 01/01/2024 |
| Beyel Brothers, Inc. 401(k) Plan | Beyel Brothers, Inc. 401(k) Plan | 427 | $9.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗