RIA Intel›Advisers›New Jersey›ANGEL OAK FINANCIAL SERVICES LLC

ANGEL OAK FINANCIAL SERVICES LLC

Advisory

NJ

Data as of Mar 28, 2026 · Source: SEC Form ADV

Average account

$259K

across 117 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 28, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients39

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

39 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NJ

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

LWS WEALTH ADVISORS OF COLORADO, INC.

BASKING RIDGE, NJ

$30M

RIVER INVESTMENT CORP

$30M

CLASSIC ASSET MANAGEMENT, LLC

$30M

PFG ADVISORS LLC

$30M

CHAMPION FINANCIAL & TAX SERVICES, LLC

$30M

INTELLIGRATION LLC

$31M

Get the full picture on ANGEL OAK FINANCIAL SERVICES LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ANGEL OAK FINANCIAL SERVICES LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans