RIA Intel›Advisers›Pennsylvania›GREAT OAK WEALTH MANAGEMENT, INC

GREAT OAK WEALTH MANAGEMENT, INC

Advisory

PA

Data as of Feb 3, 2026 · Source: SEC Form ADV

Rank in PA

#873

of 1,528 advisers by AUM

Average account

$243K

across 409 accounts

AUM per adviser

$50M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM

$99M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$99M

Discretionary AUM$99M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients120

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InPA

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

120 clients

32 high-net-worth

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

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