RIA Intel›Advisers›Arkansas›CRYSTAL OAK WEALTH MANAGEMENT, LLC

CRYSTAL OAK WEALTH MANAGEMENT, LLC

Advisory

Data as of Aug 18, 2026 · Source: SEC Form ADV

Average account

$20K

across 6 accounts

AUM per adviser

$119K

1 advisers

Source: SEC Form ADV. Figures as filed Aug 18, 2026.

Total AUM

$119K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$119K

Discretionary AUM$119K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAR, TX

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

6 clients

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

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Advisers of similar size in AR

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

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CORVUM INVESTMENT MANAGEMENT, LLC

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MCGEHEE CAPITAL MANAGEMENT, INC

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