# White Oak Wealth Management

White Oak Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/white-oak-wealth-management

## Regulatory record

- **CRD number:** 299021
- **SEC file number:** 801-114266
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299021

## About

WHITE OAK WEALTH MANAGEMENT is an SEC-registered investment adviser in COLUMBIA, MD, registered since 2018. The firm manages approximately $124 million in assets. It has 3 employees and 2 investment advisers.

## Questions

### Who runs investment decisions at White Oak Wealth Management?

No named principals or decision-makers are publicly identified for White Oak Wealth Management. Without a disclosed leadership team, the firm's investment committee structure and decision-making process remain unknown.

### What is White Oak Wealth Management's investment strategy?

No investment strategy, asset-class focus, or stage preference has been publicly disclosed by the firm. There is no record of the firm making direct investments, committing to external funds, or participating in co-investments.

### Does White Oak Wealth Management have any known portfolio companies or deals?

No portfolio companies, deals, or co-investment partners have been identified in any public source. The firm's investment holdings are not disclosed.

### Where is White Oak Wealth Management based?

The firm's headquarters location is not publicly listed. No office addresses, city, or country of operation have been confirmed through any verifiable record.

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Last updated: 2026-07-06T01:24:28.899Z

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