Oak Brook Wealth Management

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

1801 S Meyers Rd Ste 150, Oakbrook Terra...

Phone Number

(630) 242-1497

Revenue

$5.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Oak Brook Wealth Management

Oak Brook Wealth Management is a boutique financial planning and investment management firm based in Oakbrook Terrace, Illinois, catering to Chicago's high earners, including healthcare professionals, small business owners, and corporate executives. The firm specializes in providing tailored financial strategies, wealth management services, and retirement planning to address the unique needs and complexities of affluent individuals. With a strong emphasis on building close relationships and personalized service, the team focuses on guiding clients through their financial journeys with transparency and ongoing support. Their offerings include comprehensive financial planning, tax management, investment strategies, and estate conservation, ensuring a holistic approach to wealth management.Explore more
Oak Brook Wealth Management's Social MediaPopular SearchesOak Brook Wealth ManagementKelly O'Malley, CFP, CRPCWealth Management Group LLCWoodbury Financial Services Incoakbrookwealthmanagement.comSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Oak Brook Wealth Manageme...

$5.6M
11-50
Private
-
-
N/A
$5.1M
11-50
Private
-
2004
TH
Tamara HatcherBusiness Development Manager
<$5M
1-10
Private
-
1990
DD
David DraperWealth Accumulation and Distribution Planning
<$5M
1-10
Private
-
-
ZN
Zachary NelsonWealth Management Advisor
<$5M
1-10
Private
-
-
BT
Bonnie TrevinoOffice Manager
<$5M
1-10
Private
-
1996
ES
Eric SchreinerPresident & Financial Advisor
<$5M
1-10
Private
-
-
MH
Mark HigginsRegistered Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Oak Brook Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Oak Brook Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Oak Brook Wealth Management.

Oak Brook Wealth Management Tech Stack

A closer look at the technologies used by Oak Brook Wealth Management

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Frequently Asked Questions Regarding Oak Brook Wealth Management

What is Oak Brook Wealth Management's official website?
Oak Brook Wealth Management's official website is www.oakbrookwealthmanagement.com
What is Oak Brook Wealth Management's Revenue?
Oak Brook Wealth Management's revenue is $5.6 Million
What is Oak Brook Wealth Management's SIC code?
Oak Brook Wealth Management's SIC: 62,628
What is Oak Brook Wealth Management's NAICS code?
Oak Brook Wealth Management's NAICS: 52,523
How many employees does Oak Brook Wealth Management have?
Oak Brook Wealth Management has 11-50 employees
What industry does Oak Brook Wealth Management belong to?
Oak Brook Wealth Management is in the industry of: Finance, Securities Trading
What is Oak Brook Wealth Management competition?
Oak Brook Wealth Management top competitors include: Armstrong Wealth Management, Acumen Financial Advisors, MidAmerica Financial Group, Gordon Financial Advisory Services
What technology does Oak Brook Wealth Management use?
Some of the popular technologies that Oak Brook Wealth Management uses are: Cloudflare CDN, Neustar UltraDNS, Vimeo, Google Tag Manager
How do I contact Oak Brook Wealth Management?
Oak Brook Wealth Management contact info: Phone number: (630) 242-1497 Website: www.oakbrookwealthmanagement.com
What does Oak Brook Wealth Management do?

Oak Brook Wealth Management is a boutique financial planning and investment management firm based in Oakbrook Terrace, Illinois, catering to Chicago's high earners, including healthcare professionals, small business owners, and corporate executives. The firm specializes in providing tailored financial strategies, wealth management services, and ret... irement planning to address the unique needs and complexities of affluent individuals. With a strong emphasis on building close relationships and personalized service, the team focuses on guiding clients through their financial journeys with transparency and ongoing support. Their offerings include comprehensive financial planning, tax management, investment strategies, and estate conservation, ensuring a holistic approach to wealth management.Read More

What are Oak Brook Wealth Management social media links?
Oak Brook Wealth Management Linkedin page Oak Brook Wealth Management Twitter page Oak Brook Wealth Management Facebook page
Is Oak Brook Wealth Management a public company?
Oak Brook Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Oak Brook Wealth Management

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