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Oakfort Wealth Partners
OAKFORT WEALTH PARTNERS is a state-registered investment adviser in MINNETONKA, MN. The firm manages $2 million in regulatory assets under management on a...
Overview
OAKFORT WEALTH PARTNERS is a state-registered investment adviser in MINNETONKA, MN. The firm manages $2 million in regulatory assets under management on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Minnetonka
Corporate office
New York, NY, United States
Frequently asked questions
What is Oakfort Wealth Partners' investment strategy?
The firm focuses on wealth preservation and tax-efficient portfolio construction for a small group of families. Publicly available details on asset-class mix or direct investment approaches are minimal.
What is known about Oakfort Wealth Partners' principals?
No principals are publicly named in firm materials or media sources. The firm maintains a low profile with no known LinkedIn presence or press coverage.
Where is Oakfort Wealth Partners located?
The firm is headquartered in New York, New York, United States. No additional office locations have been disclosed.
What is Oakfort Wealth Partners' AUM?
AUM is undisclosed. The firm does not publish any asset or deployment figures.
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