Oak Asset Management, LLC
Oak Asset Management, LLC is an SEC-registered wealth manager in Westlake Village, CA with $413.8M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Oak Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 287856, SEC 801-110296, data through 2026-02-23.
- AUM (assets under management / regulatory AUM)
- $413.8M (2026-02-23)
- Firm type
- Wealth Manager
- Location
- Westlake Village, CA
- Employees
- 4
- Clients
- 251
- CRD
- 287856
- Ownership
- PLATEAU ADVISORS, LLC; NOE, JACK, TRAVIS; ROBINSON, JANET, MARIE; ROBERTSON, THOMAS, JOSEPH; WATSON, DAVID, BRIAN
How much AUM does Oak Asset Management, LLC have?
Oak Asset Management, LLC reported $413.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-23).
Who owns Oak Asset Management, LLC?
Disclosed owners and executives of Oak Asset Management, LLC include PLATEAU ADVISORS, LLC, NOE, JACK, TRAVIS, ROBINSON, JANET, MARIE, ROBERTSON, THOMAS, JOSEPH, WATSON, DAVID, BRIAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.