ACORN & OAK WEALTH MANAGEMENT

ACORN & OAK WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 313322). Regulatory assets under management: $38.4M.

Registration

• CRD: 313322
• Type: Registered investment adviser
• Phone: 919-578-2609
• Latest filing: 2026-04-27
• Regulatory AUM: $38.4M
• Discretionary AUM: $38.4M
• Clients: 1
• Accounts: 223

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313322 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search