Acorn & Oak Wealth Management

RIASEC Registered
Total AUM
$38.4M
Discretionary
$38.4M
100% of AUM
Avg account
$172K
Accounts
223
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
313322
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI65.74%
  • Individuals34.26%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Acorn & Oak Wealth Management is an independent, privately owned registered investment adviser organized as an LLC that serves individual and family clients. The firm charges either a percentage of assets under management or fixed fees and focuses its advisory work on comprehensive financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. It does not identify as an active ESG investor and is not listed as a multi-state adviser or pension consultant. The firm does not act as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 53%, Exchange Traded Equities 40%, Cash & Cash Equivalents 3%, Private Funds 2%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%53%
  • Public Funds/Mutual Funds53%
  • Exchange Traded Equities40%
  • Cash & Cash Equivalents3%
  • Private Funds2%
  • State & Local Bonds1%

Contacts

1 of 1
  • John Underhill

    John Underhill

    Owner & CCOCRD 6253020

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth