WHITE OAK WEALTH PARTNERS

Overview

White Oak Wealth Partners operates as an independent registered investment adviser that combines financial planning with discretionary portfolio management for individuals, families and small businesses. The firm acts as a capital allocator: it builds core equity exposure while selecting and overseeing third‑party managers where appropriate. Its stated advisory services include financial planning, direct portfolio management and the selection of other advisers, signaling a hybrid model that mixes in‑house management with external manager access. Equity exposure is the primary preference, and the firm does not identify as an active ESG investor. The firm charges clients on a percentage‑of‑AUM basis and appears to use separate managed accounts alongside pooled mutual fund positions to implement client strategies. Given its classification and activities, White Oak Wealth Partners looks to provide both portfolio construction and manager‑selection capabilities rather than solely repackaging model portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices