WE
Wilbert Ernest Oakley
CRD 4612563
Firms
| Firm | Role | As of |
|---|---|---|
| Familywealth Asset Management | Registered representative | 07/20/2026 |
| Familywealth Advisers Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Familywealth Asset Management
Vice President; Branch Office Manager · Less than 5% · Oct 2024
-
Familywealth Advisers Llc
Managing Partner And Cco · Less than 5% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗