Wisdom Oak Fund Management LLC

Overview

Wisdom Oak Fund Management LLC is a small, owner-operated advisory firm that focuses on portfolio management for individuals and small businesses. The firm runs fee arrangements that include percentage of AUM, fixed fees and performance-based fees, and it does not position itself as an ESG-focused or multi-state advisor. Investment activity centers on publicly traded equities—primarily exchange-traded instruments—supported by selective allocations to third-party real estate strategies. The advisory mandate appears concentrated and hands-on, reflecting a boutique practice serving a handful of clients rather than broad institutional scale.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices