West Oak Wealth

Overview

West Oak Wealth is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm charges either a percentage of assets under management or fixed fees and operates primarily as a discretionary manager: the firm reports its full asset base as discretionary. Investment activity is equity‑centric, with a clear preference for exchange‑traded instruments as the primary building blocks of client portfolios. The firm is not positioned as a capital allocator to outside managers in a fiduciary platform sense, but it does place client capital with third‑party alternative managers where appropriate. West Oak Wealth does not present itself as an ESG‑focused investor. Given its client base and fee model, the practice appears to target high‑net‑worth households and small business owners seeking hands‑on portfolio management and integrated planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices