OAK PEAK FINANCIAL

OAK PEAK FINANCIAL of MENLO PARK, CA is an SEC-registered investment adviser (CRD 226668). Regulatory assets under management: $21.9M.

Registration

• CRD: 226668
• Type: Registered investment adviser
• Location: 750 MENLO AVENUE, MENLO PARK, CA, 94025
• Phone: (650) 434-6600
• Latest filing: 2026-03-26
• Regulatory AUM: $21.9M
• Discretionary AUM: $21.9M
• Clients: 1
• Accounts: 59

Business model

Compensation: % of AUM, Hourly, Fixed.

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 226668 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search