Advisor at Armory Oak Wealth LLC
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Firm
Armory Oak Wealth LLC
Location
Saint Louis, MO 63122
Credentials
Series 65
Industry experience
4 years
Mark Milton is the founder and sole member of Armory Oak Wealth LLC, an investment management firm based in Saint Louis, MO. He holds a Series 65 designation and has six years of experience in investment management and nine years as the managing attorney of MCM Law LLC, a law firm specializing in tax controversy, litigation, and estate planning. Milton also serves as Director and Treasurer of Greta Gives Hope, Inc., a nonprofit organization he co-founded in memory of his stillborn daughter, and holds board positions with the Federal Bar Association St. Louis Chapter and the Missouri Athletic Club. Armory Oak Wealth LLC provides discretionary and non-discretionary investment management services for individuals, high-net-worth clients, trusts, estates, business entities, and charitable organizations. The firm uses a strategic, risk-based asset allocation approach implemented through an unaffiliated third-party investment manager, Focus Partners Advisor Solutions, and emphasizes periodic due diligence and evaluation of that manager.
Based on Armory Oak Wealth LLC
< $100,000 - $100,000: 1.50% $100,001 - $1,000,000: 1.25% >$1,000,000+: 1.00%
11004 Manchester Road
Saint Louis, MO 63122
Illinois · Missouri
Milcthester Properties LLC
2022 - Present (4 years)
1090 Kinstern LLC
2021 - 2023 (2 years)
Armory Oak Wealth LLC
2020 - Present (6 years)
Milton Kugelman LLC
2020 - 2021 (1 year)
MCM Law LLC
2017 - Present (9 years)
Husch Blackwell LLP
2014 - 2017 (3 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
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Lawyer
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Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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