# Black Oak Wealth Management

Black Oak Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 149349
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/149349

## About

BLACK OAK WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $15 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/black-oak-wealth-management-llc

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