RIA Intel›Advisers›North Carolina›ACORN & OAK WEALTH MANAGEMENT, LLC

ACORN & OAK WEALTH MANAGEMENT, LLC

Advisory

NC

Data as of Apr 27, 2026 · Source: SEC Form ADV

Average account
$172K
across 223 accounts
AUM per adviser
$38M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 27, 2026.

Total AUM
$38M
Discretionary %
100%
Clients
82
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$38M
Discretionary AUM$38M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients82
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

MARQUISE WEALTH MANAGEMENT, LLC
CHARLOTTE, NC
$39M
CAROLINA WEALTH STRATEGIES, LLC
CARY, NC
$39M
7PW WEALTH, LLC
$39M
FAMILY WEALTH PARTNERS CONCORD, INC
CONCORD, NC
$39M
CRENSHAW CHRISTOPHER CARROL
DURHAM, NC
$38M
-24.6% 1Y
ASPENTREE CAPITAL CORPORATION
$40M

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