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Crystal Oak Wealth Management
Crystal Oak Wealth Management is an independent Registered Investment Advisor (RIA) based out of Northwest Arkansas. The firm focuses on client education,...
Crystal Oak Wealth Management
Crystal Oak Wealth Management is an independent Registered Investment Advisor (RIA) based out of Northwest Arkansas. The firm focuses on client education, transparent fees, and financial plans tailored uniquely to each individual. Its mission is to provide clarity on the opportunities ahead through a comprehensive approach to wealth management, including financial planning and investment management.
General information
Firm type
RIA
Year founded
2025
Principals
Paul Schuder Jr. CFP®
Wealth Advisor
Paul E. Schuder
Jr., Sole Proprietor (affiliated insurance)
Frequently asked questions
What is Crystal Oak Wealth Management?
Crystal Oak Wealth Management is a ria tracked on Altss.
When was Crystal Oak Wealth Management founded?
Crystal Oak Wealth Management was founded in 2025.
What does Altss track for Crystal Oak Wealth Management?
Altss maintains an OSINT-verified profile of Crystal Oak Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Crystal Oak Wealth Management's website?
Crystal Oak Wealth Management's public website is crystaloakwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Crystal Oak Wealth Management?
Crystal Oak Wealth Management is classified by Altss as a RIA.
How does Altss source intelligence on Crystal Oak Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Crystal Oak Wealth Management's Altss profile last updated?
Crystal Oak Wealth Management's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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