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Managing Partner and CCO · Familywealth

Wilbert E. Oakley

CRD 4612563 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Familywealth, an SEC-registered asset manager based in Lake Mary, FL with $395 million in regulatory assets, lists Wilbert E. Oakley on its Form ADV as Managing Partner and CCO, a control person. The SEC filings also name Wilbert at 1 other registered adviser.

Firms and roles

  • FamilywealthManaging Partner and CCOAsset manager · Lake Mary, FL · $395M in regulatory assets
  • Familywealth Asset ManagementVice President; Branch Office ManagerWealth manager · Lake Mary, FL · $177M in regulatory assets

AtlasMembers

Wilbert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Wilbert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.