|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Oak Barrel Wealth Advisory LLC
✚
|
|
|---|---|
| CRD # | 333693 |
| SEC # | 801-131508 |
| CIK # | |
| AUM | $267.8 M (2025-03-05) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 571-313-5125 |
| Address | 12030 Sunrise Valley Drive Reston, VA 20191 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 39.4 |
| (b) Individuals (high net worth individuals) | 72 | 223.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 4.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 518 | 267.8 |
| By Discretionary | ||
| Discretionary | 518 | 267.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 518 | 267.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 267.8 | |
| Total | 518 | 267.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Aventura Private Wealth LLC
✚
|
FL | 0.3 |
|
Phillip B White Co Inc
✚
|
CA | 0.3 |
|
Cap Six Advisors LLC
✚
|
TX | 0.3 |
|
Cathy Pareto and Associates Inc
✚
|
FL | 0.3 |
|
Pacific Sun Financial Corp
✚
|
CA | 0.3 |
|
PWA Financial
✚
|
PA | 0.3 |
|
Oasis Wealth Planning Advisors LLC
✚
|
0.3 | |
|
Nautilus Advisors LLC
✚
|
CA | 0.3 |
|
First Oak Wealth Management LLC
✚
|
NC | 0.3 |
|
Dai Wealth LLC
✚
|
GA | 0.3 |