White Oak Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$124,223,423
Total clients
62
19% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
31
Average account size
$2,003,604
About
White Oak Wealth Management serves individuals — including high net worth clients — as well as trusts, estates and charitable organizations, offering discretionary portfolio management, integrated financial planning, and retirement plan consulting. The firm manages roughly $124.2 million in discretionary assets across about 62 client relationships and operates with two advisors.
The adviser develops a Financial Profile and a tailored Investment Plan with each client and implements those plans on a discretionary basis using mutual funds, ETFs, common stock, closed‑end funds and fixed income securities. Investment selection uses a blend of fundamental, technical, quantitative, charting and cyclical analysis, with periodic reviews and updates to client plans.
Compared with many peers in its category, the firm expressly contemplates the use of borrowing and leverage and the use of derivatives within separately managed accounts, including margin transactions, short sales and options trading/writing where appropriate. It also may allocate to alternative investment vehicles and aggregates trades across client accounts through its institutional custodian platform to access execution and research services.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.60%
Minimum fee: $4,000 minimum annual fee
Main office location
White Oak Wealth Management
8840 Stanford Boulevard, Suite 4000
Columbia MD 21045, United States
Number of offices
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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