LP Profile

SteelOaks Investment Advisers

Also known as steeloaks

Wealth ManagerWeirton, United StatesFounded 1997
$131M
Assets Under Management
Weirton
Headquarters
Investment Focus

About SteelOaks Investment Advisers

SteelOaks Investment Advisers is a wealth manager based in Weirton, West Virginia, founded in 1997, with approximately $131 million in assets under management. It provides financial services to individuals and families. The firm says its team has years of experience in financial services and focuses on clients' needs, wants and long-term goals, whether they are building wealth, protecting their family or preserving assets.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to SteelOaks Investment Advisers from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$131.0M
Total Clients
288
Filing Date
March 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is SteelOaks Investment Advisers?

SteelOaks Investment Advisers is a wealth manager based in Weirton, United States, managing approximately $131M in assets.

Where is SteelOaks Investment Advisers headquartered?

SteelOaks Investment Advisers is headquartered in Weirton, United States.

How much does SteelOaks Investment Advisers manage?

SteelOaks Investment Advisers manages approximately $131M in assets under management.

When was SteelOaks Investment Advisers founded?

SteelOaks Investment Advisers was founded in 1997.

How can I contact SteelOaks Investment Advisers?

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