Oakley Private Wealth

Overview

Oakley Private Wealth is organized as a limited liability company that provides financial planning and discretionary portfolio management targeted at individuals and small businesses. The firm bills clients through a combination of asset‑based fees and hourly charges, reflecting a hybrid pricing approach that can accommodate ongoing wealth-management relationships as well as project‑based advisory work. Regulatory metadata on record does not include a stated SEC registration year. The firm is classified as unclassified in available data and is not identified as a capital allocator, a pension consultant, or a related adviser to another registered entity. Oakley Private Wealth is not flagged as an active ESG investor and is not listed as a multi‑state adviser, suggesting its regulatory footprint and client activity are concentrated rather than broadly interstate.