THREE OAKS WEALTH

Overview

Three Oaks Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional and business clients. Its advisory menu combines financial planning with discretionary portfolio management, pension-related consulting and educational workshops, and the firm charges clients by percentage of assets under management as well as through hourly and fixed-fee arrangements. Investment activity is concentrated in discretionary management using pooled public funds and mutual funds as the primary vehicle. The adviser does not identify as an active ESG investor and does not operate as a capital allocator or third‑party fund sponsor; instead it relies on outside managers and product wrappers to implement client strategies. The firm’s practice appears geared toward model-like, manager-driven portfolios rather than concentrated single-stock bets. Three Oaks Wealth lists an accountant among its industry affiliations, and its service mix indicates a blended private-client and small institutional practice that emphasizes ongoing planning and portfolio oversight.

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Public Holdings

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Location & Offices