Black Oak Wealth Management, LLC

Overview

Black Oak Wealth Management, LLC is a small, owner-operated registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and operates primarily in a non-discretionary capacity, meaning clients retain trading authority while the firm provides investment advice and portfolio structure. Investment activity is equity‑oriented, with a clear preference for exchange‑traded instruments delivered through individually managed accounts. The firm is not positioned as an ESG specialist, does not act as a pension consultant, and does not list multi‑state advisory activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices