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Oak Summit Wealth Management
OAK SUMMIT WEALTH MANAGEMENT, INC. is a state-registered investment adviser. The firm manages $82 million in assets, $77 million on a discretionary basis.
Overview
OAK SUMMIT WEALTH MANAGEMENT, INC. is a state-registered investment adviser. The firm manages $82 million in assets, $77 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Frequently asked questions
Who are the key decision-makers at Oak Summit Wealth Management?
No named executives, portfolio managers, or advisors appear in public records associated with this firm. In similar opaque advisory practices, the founder or a managing principal serves as the sole decision-maker, often operating without a public title and cultivating client relationships through professional networks that exist entirely offline.
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