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Three Oaks Wealth
Three Oaks Wealth is an SEC-registered investment adviser in Gold River, CA. The firm manages approximately $89 million in regulatory assets.
Three Oaks Wealth
Three Oaks Wealth is an SEC-registered investment adviser in Gold River, CA. The firm manages approximately $89 million in regulatory assets. It has 4 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2011
Location
Region
North America
Country
United States
City
Gold River
Corporate office
Minneapolis, MN, United States
Principals
Rick Kent
Founder and CEO
Joe Schneider
President
Sector focus
Frequently asked questions
What is Three Oaks Wealth?
Three Oaks Wealth is a multi family office headquartered in Gold River, United States.
When was Three Oaks Wealth founded?
Three Oaks Wealth was founded in 2011.
Where is Three Oaks Wealth headquartered?
Three Oaks Wealth is headquartered in Gold River, United States, in the North America region.
What does Altss track for Three Oaks Wealth?
Altss maintains an OSINT-verified profile of Three Oaks Wealth covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Three Oaks Wealth's website?
Three Oaks Wealth's public website is threeoakswealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Three Oaks Wealth?
Three Oaks Wealth is classified by Altss as a Multi Family Office, operating from United States within the North America region.
How does Altss source intelligence on Three Oaks Wealth?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Three Oaks Wealth's Altss profile last updated?
Three Oaks Wealth's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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