RIA Intel›Advisers›Pennsylvania›BLACK OAK WEALTH MANAGEMENT, LLC

BLACK OAK WEALTH MANAGEMENT, LLC

Advisory

PA

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

Rank in PA

#1,293

of 1,528 advisers by AUM

Average account

$190K

across 79 accounts

AUM per adviser

$15M

1 advisers

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

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$0

Non-Discretionary AUM$15M

Discretionary %0%

Total Clients46

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

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

46 clients

4 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 PA

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

PAUL-ELLIS INVESTMENT ASSOCIATES

PHILADELPHIA, PA

$15M

ELLE INVESTMENT GROUP LLC

$15M

SWEETGUM LABORATORIES LLC

$15M

DUCHARME WEALTH ADVISORS, LLC

$15M

SUSTAINABLE FINANCIAL PLANNING LLC

$15M

ROCHE ASSET MANAGEMENT, LLC

$15M

Get the full picture on BLACK OAK WEALTH MANAGEMENT, LLC

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

Create a free account →See plans