OAK SUMMIT WEALTH MANAGEMENT, INC.

OAK SUMMIT WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 334753). Regulatory assets under management: $82.0M.

Registration

• CRD: 334753
• Type: Registered investment adviser
• Phone: 951-491-3538
• Latest filing: 2026-01-12
• Regulatory AUM: $82.0M
• Discretionary AUM: $76.5M
• Non-discretionary AUM: $5.5M
• Clients: 1
• Accounts: 250

Business model

Compensation: % of AUM, 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 334753 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search