Crystal Oak Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 339554
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals91.28%
- Corporations / Businesses8.72%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Crystal Oak Wealth Management, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm works with both individual and family clients as well as institutional relationships and describes itself as a capital allocator. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Its fee arrangements are flexible, combining asset-based fees, hourly charges, and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities100%
Contacts
1 of 1
Paul Schuder
Investment Advisor RepresentativeCRD 6837651
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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