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Oak Group Wealth Management

EST. AUM
$1,500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number
Website araxadvisorypartners.com
Client types

Overview

Oak Group Wealth Management is a sophisticated wealth management team operating as a partner firm under Arax Advisory Partners, a subsidiary of Arax Investment Partners. Originally founded in 2003 and formerly affiliated with Wells Fargo Advisors, the firm manages approximately $1.5 billion in client assets. The practice specializes in providing bespoke financial planning and investment advice to high-net-worth individuals, families, and institutions.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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