Oak Private Wealth LLC
Firm details
- Headquarters
- ,
- CRD number
- 318537
- Website
- www.oakprivate.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals56.81%
- HNWI43.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Oak Private Wealth LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and describes itself as a capital allocator that provides financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of other advisers. Its service mix also extends beyond investment advice: the firm performs insurance brokerage and accounting activities. Fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements. Oak does not self-identify as an active ESG investor and is not registered as a multi-state adviser in the information provided.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Cash & Cash Equivalents15%
- Exchange Traded Equities1%
- US Government Bonds1%
Contacts
1 of 1Chaim Deutsch
Founder and Managing DirectorCRD 7548236
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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