WEST OAK WEALTH

WEST OAK WEALTH is an SEC-registered investment adviser (CRD 329170). Regulatory assets under management: $24.1M.

Registration

• CRD: 329170
• Type: Registered investment adviser
• Phone: 580-302-6700
• Latest filing: 2026-01-26
• Regulatory AUM: $24.1M
• Discretionary AUM: $24.1M
• Clients: 3
• Accounts: 48

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329170 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search