OAK PRIVATE WEALTH LLC

OAK PRIVATE WEALTH LLC is an SEC-registered investment adviser (CRD 318537). Regulatory assets under management: $9.5M.

Registration

• CRD: 318537
• Type: Registered investment adviser
• Phone: 212-680-4133
• Latest filing: 2026-02-23
• Regulatory AUM: $9.5M
• Discretionary AUM: $9.5M
• Clients: 1
• Accounts: 72

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318537 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search