White Oak Wealth Management
White Oak Wealth Management is an SEC-registered wealth manager in Columbia, MD with $124.2M assets under management (AUM, regulatory AUM), +32% over one year. See who owns White Oak Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299021, SEC 801-114266, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $124.2M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Columbia, MD
- Employees
- 3
- Clients
- 65
- CRD
- 299021
- Ownership
- WHITE OAK WEALTH MANAGEMENT, LLC; BIRNIE, DOUGLAS, HART; BERGER, WILLIAM, DAVID; PIEDMONT WEALTH ADVISORY LLC
How much AUM does White Oak Wealth Management have?
White Oak Wealth Management reported $124.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns White Oak Wealth Management?
Disclosed owners and executives of White Oak Wealth Management include WHITE OAK WEALTH MANAGEMENT, LLC, BIRNIE, DOUGLAS, HART, BERGER, WILLIAM, DAVID, PIEDMONT WEALTH ADVISORY LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.