Crystal Oak Wealth Management, LLC

Overview

Crystal Oak Wealth Management, LLC is an independent, owner-operated registered investment adviser operating as an LLC and positioning itself as a small capital allocator for individual, family and select institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services according to its disclosures, although it is not identified as a pension consultant in the snapshot flags. Fee arrangements include AUM-based fees as well as hourly and fixed-fee engagements. The firm does not currently identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices