Black Oak Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,000,000
Clients
46
9% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
46
HighAverage account size
$326,087
About
Black Oak Wealth Management, LLC provides ongoing portfolio management and investment supervisory services to individuals, including high‑net‑worth clients. The firm documents client goals and constraints in an Investment Policy Statement and manages approximately $15 million across about 46 client relationships.
The firm employs a blend of charting, fundamental, technical and cyclical analysis and may use long‑ and short‑term trading and options writing, investing across mutual funds, equities, fixed income, ETFs, REITs, hedge funds and private placements. Unlike many peers, Black Oak operates on a primarily non‑discretionary basis, so clients retain final trade authority and the adviser does not routinely place trades without client approval.
As a solo practitioner, the sole advisor conducts monthly reviews of client accounts and the firm does not take custody of client assets or accept third‑party sales compensation. The firm requires clients to use its recommended custodian rather than permitting client‑directed brokerage and maintains no stated account minimum.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
Fee options
$1 - $249,000: 1.25% $250,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.90% $5,000,000+: 0.75%
Main office location
Black Oak Wealth Management, LLC
Phoenixville PA, United States
Number of offices
1
Most active in
Black Oak Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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