RIA Intel›Advisers›California›OAK SUMMIT WEALTH MANAGEMENT, INC.

OAK SUMMIT WEALTH MANAGEMENT, INC.

Advisory

CA

Data as of Jan 12, 2026 · Source: SEC Form ADV

Rank in CA

#2,988

of 5,480 advisers by AUM

Average account

$328K

across 250 accounts

AUM per adviser

$82M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 12, 2026.

Total AUM

$82M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$82M

Discretionary AUM$77M

Non-Discretionary AUM$5M

Discretionary %93.3%

Total Clients91

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

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.

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Owners & Officers

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

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Client Demographics

91 clients

29 high-net-worth

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

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