BLACK OAK WEALTH MANAGEMENT, LLC

BLACK OAK WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 149349). Regulatory assets under management: $15.0M.

Registration

• CRD: 149349
• Type: Registered investment adviser
• Phone: 717-507-5737
• Latest filing: 2026-03-27
• Regulatory AUM: $15.0M
• Non-discretionary AUM: $15.0M
• Clients: 1
• Accounts: 79

Business model

Compensation: % of AUM.

Clients served: 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 149349 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search