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RIA · CRD 339554State-Registered Investment Adviser

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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,...

Overview

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)

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