# Oak Summit Wealth Management

Oak Summit Wealth Management is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/michael-randall-cfa-cfp-ea

## Regulatory record

- **CRD number:** 334753
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334753

## About

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.

## 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.

## Related profiles

- [Oak Road Wealth Management](https://altss.com/profile/oak-road-wealth-management)
- [Oaktree Financial Planning and Consulting](https://altss.com/profile/oaktree-financial-planning-and-consulting)

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

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