# CRYSTAL OAK WEALTH MANAGEMENT, LLC

CRYSTAL OAK WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 339554
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/339554/brochure
- Similar advisers: https://search.stillhousedata.com/firm/339554/similar
- Related entities: https://search.stillhousedata.com/firm/339554/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/339554

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.