GREAT OAK WEALTH MANAGEMENT, INC

GREAT OAK WEALTH MANAGEMENT, INC is an SEC-registered investment adviser (CRD 127780). Regulatory assets under management: $99.3M.

Registration

• CRD: 127780
• Type: Registered investment adviser
• Phone: 484-986-2002
• Latest filing: 2026-02-03
• Regulatory AUM: $99.3M
• Discretionary AUM: $99.3M
• Clients: 2
• Accounts: 409

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127780 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search