# Oak Road Wealth Management

Oak Road Wealth Management is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/oak-road-wealth-management

## Regulatory record

- **CRD number:** 284446
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284446

## About

OAK ROAD WEALTH MANAGEMENT is a state-registered investment adviser with $80 million in regulatory assets under management. The firm manages $35 million on a discretionary basis. It has 3 employees and 3 investment advisers.

## Questions

### What investment stages or asset classes does Oak Road Wealth Management target?

No stated strategy is publicly available. Sectors, stages, and asset-class preferences are not documented in any primary source. An allocator should treat the mandate as undefined until a formal investment policy or track record is provided by the firm.

### What is Oak Road Wealth Management's known posture on co-investments?

There is no public record of co-investment activity. The firm has not disclosed any partnerships, club deals, or co-investor relationships. This is a subject to raise in a direct inquiry.

## Related profiles

- [O-Tex Pumping](https://altss.com/profile/o-tex-pumping)
- [Oak Summit Wealth Management](https://altss.com/profile/oak-summit-wealth-management-inc)

---

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

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

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology