Oakley Private Wealth

Overview

Oakley Private Wealth is a North Carolina–registered limited liability company that provides financial planning and discretionary portfolio management focused on individuals and small businesses. The firm is listed as SEC-registered (registration year: Unknown) and is owned by an individual. Its public profile classifies it as unclassified and it does not operate as a capital allocator. Service delivery is fee-based, combining a percentage-of-AUM billing element with the option for hourly charges. The firm is not identified as an active ESG investor, and the record indicates it does not operate across multiple states. It also is not listed as a pension consultant, related adviser, or newly formed adviser.

Assets & Accounts

Location & Offices