Wilbert Ernest Oakley
Investment adviser representative at Familywealth
23 yearsExperience
5 statesRegistered in
$394.6MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Familywealth Asset ManagementMar 2020 to now
- FamilywealthJan 2018 to now
- Familywealth AdvisersJan 2018 to now
- Brookstone Capital Management LLCOct 2007 to now
- Oakley Senior ServicesNov 2003 to now
- Advisersource.comSep 2017 to Dec 2017
- Jolliffe CapitalApr 2010 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 5 states (CA, CO, FL, OH, TX).
Familywealth
Legal name: Familywealth Advisers LLC
$394.6MAssets managed
407Clients
15Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4612563
- Firm CRD
- 289193