OAKS WEALTH MANAGEMENT

Overview

Oaks Wealth Management is an independent, privately owned registered investment adviser operating as a corporation. The firm serves both individual and family clients as well as institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Its fee approach is flexible: advisors can charge a percentage of assets under management, hourly fees, or fixed fees depending on the engagement. Regulatory and product choices indicate a compact, non–multi-state advisory practice that does not position itself as a capital allocator or pension consultant. The firm does not identify as an active ESG investor and is not flagged as a newly formed or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives