WHITE OAK WEALTH MANAGEMENT

Overview

White Oak Wealth Management is an SEC-registered limited liability company formed in 2018 that provides discretionary portfolio management and pension consulting for individuals, families and small institutions. The firm structures fees as a percentage of assets under management and also charges hourly for certain advisory work. Investment activity is concentrated in publicly traded vehicles with an explicit tilt toward equities, while manager allocations include third-party private placement opportunities when appropriate for client objectives. Custody and trading flow primarily through Raymond James, which supports their model of managed accounts and pooled fund usage. The firm’s client focus skews toward high-net-worth individuals and family relationships alongside a handful of institutional or plan clients. Service delivery emphasizes customized portfolio management for smaller institutional clients and family/client household management rather than a mass-market product. White Oak positions itself to blend pooled public funds and separately managed strategies with selective private placement commitments for clients suited to illiquid alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices