CRYSTAL OAK WEALTH MANAGEMENT, LLC

CRYSTAL OAK WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 339554). Regulatory assets under management: $119K.

Registration

• CRD: 339554
• Type: Registered investment adviser
• Phone: 817-896-4061
• Latest filing: 2026-06-18
• Regulatory AUM: $119K
• Discretionary AUM: $119K
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 339554 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search