AdvisorGrade
Fee-onlyFiduciaryNo reported disclosuresLocal

White Oak Wealth Management

White Oak Wealth Management is a fee-only, SEC-registered investment adviser in Columbia, Maryland, registered with the SEC since 2018, managing approximately $124M. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.

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Source: SEC Form ADV · CRD #299021 · SEC #801-114266 · SEC-registered since 2018 (8 yrs) · Last filing data January 1, 2026

AUM
$124M

as of 2026

Fee model
Fee-only

per Form ADV 5.E

Clients
Not reported

Form ADV 5.C — may be institutional

Employees
3

2 advisers

Assets per adviser

$62Mper adviser

A scale-normalized measure that lets you compare large and small firms. The typical firm in our directory manages about $102M per adviser — this firm is more adviser-heavy (fewer assets per adviser).

From whiteoakwealthmanagement.com

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Screenshot of the White Oak Wealth Management website

Overview

AI-generated summary

White Oak Wealth Management is a fee-only, SEC-registered investment adviser based in Columbia, Maryland. It reported approximately $124M in regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.

This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.

Firm details

CRD #
299021
SEC #
801-114266
Headquarters
Columbia, MD
Employees
3

Clients served

Client types not reported on this filing.

Fees & compensation

  • Compensation model: Fee-only — the firm reports being paid by clients (e.g. a percentage of assets) and not through commissions.
  • Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
  • Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
  • Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.

Assets under management

2026$124M
Assets under management by year
YearReported AUM
2026$124M

Reflects the most recent Form ADV filing. Multi-year history is added as additional historical filings are ingested.

Disclosures

White Oak Wealth Management reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

Frequently asked questions

Is White Oak Wealth Management a fiduciary?+

Yes. White Oak Wealth Management is an SEC-registered investment adviser (CRD #299021), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.

How is White Oak Wealth Management compensated?+

White Oak Wealth Management reports a fee-only compensation model on its Form ADV. Fee-only advisers are paid by their clients (for example, a percentage of assets managed) and do not earn commissions. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.

How much money does White Oak Wealth Management manage?+

White Oak Wealth Management reported approximately $124M in regulatory assets under management as of its most recent Form ADV filing.

Does White Oak Wealth Management have any disclosures?+

White Oak Wealth Management reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

This profile is generated from publicly available SEC filings. White Oak Wealth Management has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.

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