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Three Oaks Wealth

EST. AUM
$100,005,394

CONTACTS

CLIENT ACCOUNTS
343

Firm Details

Metro area Sacramento
CRD Number 171082
Website threeoakswealth.com
Client types

Overview

Three Oaks Wealth is an independent, fee-only Registered Investment Adviser operating under the legal entity Three Oaks Capital Management, LLC. It provides comprehensive financial planning, investment management, retirement planning, tax planning, exit planning, and retirement-plan management. The firm primarily works with business owners and people approaching retirement, with its FAQ noting that many clients earn at least $200,000 annually and/or hold investment portfolios of at least $500,000. Its investment process uses empirical evidence and academic research to construct customized portfolios around each client's financial plan and circumstances.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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