FIRST OAK WEALTH MANAGEMENT, LLC

Overview

First Oak Wealth Management, LLC is an independent, owner-operated registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. Registered in 2018, the firm provides fee-based wealth management and financial planning, combining discretionary portfolio management with the selection of outside advisers when appropriate. Its compensation mix includes a percentage-of-assets-under-management fee and the option for hourly charges. Investment activity centers on managed, pooled vehicles rather than direct index-hunting: the firm relies heavily on public mutual funds as core building blocks. It performs traditional wealth management functions—financial planning, portfolio construction and ongoing discretionary management—for individuals, small businesses and institutional accounts. First Oak does not identify itself as an active ESG investor and does not advertise pension consulting or multi-state adviser status.

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Public Holdings

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Location & Offices