Acorn & Oak Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 313322
- Website
- www.acornandoakwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI65.74%
- Individuals34.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Acorn & Oak Wealth Management is an independent, privately owned registered investment adviser organized as an LLC that serves individual and family clients. The firm charges either a percentage of assets under management or fixed fees and focuses its advisory work on comprehensive financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. It does not identify as an active ESG investor and is not listed as a multi-state adviser or pension consultant. The firm does not act as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities40%
- Cash & Cash Equivalents3%
- Private Funds2%
- State & Local Bonds1%
Contacts
1 of 1
John Underhill
Owner & CCOCRD 6253020
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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