RIA Intel›Advisers›Texas›WISDOM OAK FUND MANAGEMENT LLC

WISDOM OAK FUND MANAGEMENT LLC

Advisory

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

Rank in TX

#2,775

of 2,813 advisers by AUM

Average account

$18K

across 5 accounts

AUM per adviser

$88K

1 advisers

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

Total AUM

$88K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$88K

Discretionary AUM$88K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

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

5 clients

1 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 TX

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

UNIFIMONEY RIA QOZB, LLC

AUSTIN, TX

$87K

OAKRIDGE FINANCIAL PLANNING LLC

$91K

CHARLES PETER DARNELL

SAN ANTONIO, TX

$93K

G.P. LEACH SECURITIES LLC

$80K

-99.9% 1Y

LARRY GLENN LAWRENCE D/B/A LAWRENCE FINANCIAL SERVICES

$100K

DOMINION FINANCIAL ADVISORS, LLC

$101K

Get the full picture on WISDOM OAK FUND MANAGEMENT LLC

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

Create a free account →See plans