RIA Intel›Advisers›Oklahoma›WEST OAK WEALTH, LLC

WEST OAK WEALTH, LLC

Advisory

OK

Data as of Jan 26, 2026 · Source: SEC Form ADV

Average account
$503K
across 48 accounts
AUM per adviser
$12M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM
$24M
Discretionary %
100%
Clients
46
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$24M
Discretionary AUM$24M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients46
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOK
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OK

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

BUWICK GROUP WEALTH MANAGEMENT, LLC
NORMAN, OK
$25M
UTICA CAPITAL ADVISERS, INC.
TULSA, OK
$25M
-28.3% 1Y
SUMMIT INVESTMENT GROUP, LLC
TULSA, OK
$23M
-8.8% 1Y
BUCHANAN CAPITAL MANAGEMENT, LLC
$26M
SOUTHMARK ADVISORY, INC.
TULSA, OK
$27M
-75.8% 1Y
WEALTH ADVISORS, L.L.C.
BROKEN ARROW, OK
$27M
+0.9% 1Y

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