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| West Oak Capital LLC
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|---|---|
| CRD # | 128473 |
| SEC # | 801-62367 |
| CIK # | 0001387399 |
| AUM | $525.6 M (2025-03-17) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 208-722-2280 |
| Address | 1028 S Bridgeway Place Eagle, ID 83616 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Oracle Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Automatic Data Processing Inc | 0.0 | ||
| Leucadia National Corp | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 9.5 |
| (b) Individuals (high net worth individuals) | 85 | 461.8 |
| (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 | 3 | 47.0 |
| (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 | 1 | 7.4 |
| (n) Other | 0 | 0.0 |
| Total | 336 | 525.6 |
| By Discretionary | ||
| Discretionary | 318 | 522.0 |
| Non-Discretionary | 18 | 3.6 |
| Total | 336 | 525.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 525.6 | |
| Total | 336 | 525.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001387399] |
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|---|---|---|
|
Impact Capital Partners LLC
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CO | 0.5 |
|
RDL Financial Inc
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Cordatus Wealth Management LLC
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Ogorek Wealth Management LLC
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The LUTS & Greenleigh Group Inc
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Premier Wealth Advisors LLC
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