# RightOak Asset Management

RightOak Asset Management is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** revard.money

## Regulatory record

- **CRD number:** 337832
- **SEC file number:** 801-134408
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337832

## About

RIGHTOAK ASSET MANAGEMENT, LLC is an SEC-registered investment adviser since 2025. The firm manages approximately $112 million in regulatory assets. It has 7 employees and 6 investment advisers.

## Related profiles

- [Clearwater Wealth Management](https://altss.com/profile/clearwater-wealth-management)
- [Hathaway Advisory](https://altss.com/profile/hathaway-advisory)

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Last updated: 2026-08-10T23:49:37.812Z

Canonical page: https://altss.com/profile/rightoak-asset-management-llc

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