# Oak Peak Financial

Oak Peak Financial is a RIA.

## Overview

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

## Regulatory record

- **CRD number:** 226668
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/226668

## About

OAK PEAK FINANCIAL is a state-registered investment adviser in MENLO PARK, CA. The firm manages approximately $22 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### What is the investment focus of Oak Peak Financial?

No public records, press coverage, or official statements from Oak Peak Financial describe its investment focus. The firm's sector preferences, asset-class mix, and stage targets have not been disclosed in any verifiable source.

### Who controls or manages Oak Peak Financial?

The principals and leadership of Oak Peak Financial have not been named in any public filing, press article, or official communication. The firm's ownership structure and governance remain undisclosed.

### Where is Oak Peak Financial headquartered?

Oak Peak Financial's physical headquarters location is not publicly available. No office address, city, or country has been confirmed through any credible public source.

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Last updated: 2026-07-06T01:24:22.248Z

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