# Teak Financial

Teak Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://teakfinancial.com

## Regulatory record

- **CRD number:** 299960
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299960

## About

TEAK FINANCIAL LLC is a registered investment advisory firm located in the state of Oregon. It provides independent, fee-only advising under a fiduciary standard with a fee-for-service model and accepts no commissions or wrap fees. The firm focuses on comprehensive financial planning and low-fee investing so clients can manage their own financial future.

## People

- Alex Gould — founder

## Questions

### Who controls Teak Financial LLC?

No principal, founder, or controlling family member has been publicly named for Teak Financial LLC. The firm has no website, LinkedIn presence, or media profile that names any individual (public record). This level of anonymity is unusual even among single-family offices.

### What is Teak Financial's investment strategy?

Teak Financial's investment strategy is not publicly documented. The firm has not disclosed asset-class preferences, stage focus, fund structures, or portfolio holdings (public record). Without a website or filings, strategy can only be inferred from the firm's name, which offers no sector clues.

### Does Teak Financial manage capital from an operating business?

No operating business or wealth origin has been publicly linked to Teak Financial LLC. The source of assets under management — whether from a single fortune, a family enterprise, or external limited partners — is unknown (public record).

### What is the AUM of Teak Financial?

Teak Financial has not publicly disclosed any AUM figure. No regulatory filing, media report, or firm communication has provided a number. Aum remains undisclosed (public record).

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Last updated: 2026-08-11T15:08:18.003Z

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