# Oakfort Wealth Partners

Oakfort Wealth Partners is a Multi Family Office based in Minnetonka, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Minnetonka, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** oakfortwealthpartners.com

## Regulatory record

- **CRD number:** 169340
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169340

## About

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.

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

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