SEC Form ADV

WHITE OAK WEALTH MANAGEMENT

Registered Investment AdviserMD
$124.2M
Assets Under Management
185
Total Clients
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Registration Details

Accession
CRD-299021
Location
COLUMBIA, MD
Filing Date
March 11, 2026
AUM
$124.2M
Total Clients
185
Amendment
No

About this Adviser

WHITE OAK WEALTH MANAGEMENT is a registered investment adviser headquartered in COLUMBIA, MD, managing approximately $124.2M in assets across 185 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.