visualvisitorlogo
  • Our Platform downarrow
    Powerful Sales
    Intelligence     dashboard
    Platform Overview
    Buyer Intent Data
    B2B Prospect Data     Website Visitor ID Email Tracking
  • Why?downarrow
    Your Challenges Our Data See For Yourself
  • Pricing
  • Resourcesdownarrow
    Resellers
    Add Onsdrop
    Call Tracking     Keyword Level Tracking Reputation Management
    Integrations About Us
    Contactdrop
    Atlanta Jacksonville
    Blog Careers Support
    • Login Free Trial Schedule A Demo
    × Our Platform downarrow
    Why? downarrow
    Pricing Resources downarrow
    visualvisitorlogo ☰

    Oaks Wealth Management

    Get Full Access

    Description

    • Established as a client-focused, process- driven, investment management company, Oaks Wealth Management believes that shared values and core beliefs are more important than account size. We emphasize listening to our clients, understanding and documenting their goals, and working together to develop a comprehensive financial plan. At Oaks Wealth Management our focus is building long-term relationships, treating our clients like family, and putting their needs ahead of our own. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following state: Texas.
    • location

      Headquarters:2525 North Loop West , Houston, Texas, United States

      More
    • Oaks Wealth Management phone

      Phone Number: +1 281-723-5707

    • Oaks Wealth Management website

      Website: https://www.oakswealthmanagement.com

    • Oaks Wealth Management employees

      Employees:1

    • Oaks Wealth Management revenue

      Revenue:$1 - 10M

    • Oaks Wealth Management legal name

      Legal Name:Oaks Wealth Management

    • Oaks Wealth Management's Social Media

      Oaks Wealth Management linkedin Oaks Wealth Management facebook Oaks Wealth Management twitter
    • done Is this data correct?

    • |  NAICS Code: 813319  |

      Show More
    Person level website identification

    President And Founder for Oaks Wealth Management

    Jonathan Kolmetz

    President And Founder

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Jonathan Kolmetz

    President And Founder

    Frequently Asked Questions regarding Oaks Wealth Management

    • Where are Oaks Wealth Management's Headquarters?

      Oaks Wealth Management's Headquarters are in 2525 North Loop West ,Houston,Texas,United States

    • What is Oaks Wealth Management's phone number?

      Oaks Wealth Management's phone number is +1 281-723-5707

    • What is Oaks Wealth Management's official website?

      Oaks Wealth Management's official website is https://www.oakswealthmanagement.com

    • What is Oaks Wealth Management's Revenue?

      Oaks Wealth Management's revenue is $1 - 10M

    • What is Oaks Wealth Management's NAICS code?

      Oaks Wealth Management's NAICS code is 813319

    • How many employees are working in Oaks Wealth Management

      Oaks Wealth Management has 1 employees

    • What is Oaks Wealth Management's Industry?

      Oaks Wealth Management is in the industry of Investment Management

    • Who is Oaks Wealth Management's President And Founder?

      Oaks Wealth Management's President And Founder is Jonathan Kolmetz

    Company Directory