Oakview Wealth Solutions LLC

Overview

Oakview Wealth Solutions LLC is a state registered investment adviser based in Saint Charles, MO, registered since 2018. It reports $28.4M in assets under management across 223 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$28.4M

Discretionary

99%

Accounts

223

Average account

$127K

Employees

1

Advisory reps

1

Registered since

2018

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• John Stanton Burns Chief Compliance Officer, Managing Member, Ia Representative CRD 5993698
• Sylvia McCormick Burns Managing Member CRD 6964411

Advisory reps 1 of 1

• John Stanton Burns Investment Adviser Rep CRD 5993698

Location

Headquarters

1378 S 5th St
Saint Charles, MO 63301

County

Saint Charles

Metro area

St. Louis, MO-IL

Region

Midwest

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: oakviewwealth.biz

Every state, with registration dates

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