# Three Oaks Wealth

Three Oaks Wealth is a Multi Family Office based in Gold River, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Gold River, United States
- **Region:** North America
- **Address:** Minneapolis, MN, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** threeoakswealth.com
- **LinkedIn:** https://www.linkedin.com/company/three-oaks-wealth

## Regulatory record

- **CRD number:** 171082
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171082

## About

Three Oaks Capital Management, LLC DBA Three Oaks Wealth is a Registered Investment Adviser in Oregon and California. It is an independent, fee-only fiduciary firm that provides comprehensive financial planning, investment management, and retirement plan management. The firm helps business owners optimize income, reduce taxes, and invest prudently, with focus areas including retirement planning, tax planning, investment management, and exit planning.

## Sectors

- Private Equity
- Real Assets
- Private Real Estate
- Venture Capital
- Fixed Income

## People

- Rick Kent — Founder and CEO
- Joe Schneider — President

## Related profiles

- [WEALTH WITH WISDOM ADVISORS, INC.](https://altss.com/profile/wealth-with-wisdom-advisors-inc)
- [Second City Real Estate GP II](https://altss.com/profile/second-city-real-estate-gp-ii-limited-partnership)

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

Canonical page: https://altss.com/profile/three-oaks-wealth

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