ARMORY OAK WEALTH LLC

Overview

Armory Oak Wealth LLC is a small, independent registered investment adviser serving individuals and families. The firm operates on a percentage-of-AUM fee model and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Armory Oak identifies as a capital allocator, meaning it constructs client solutions by blending in-house advice with external managers and third-party funds. Investment activity centers on public funds and mutual funds as the primary building blocks for client portfolios. The firm is not an active ESG investor and does not present itself as a multi-state adviser. Given its advisory services include selecting other advisers, Armory Oak typically uses outside managers and external fund vehicles where appropriate, and it has a noted allocation to real estate through third-party alternative managers.

Assets & Accounts

Investments & Alternatives

Location & Offices