White Oak Wealth Partners
White Oak Wealth Partners is an SEC-registered wealth manager with $110.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns White Oak Wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317324, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $110.5M (2026-03-20)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 78
- CRD
- 317324
- Ownership
- TURLINGTON, BRADLEY, AUSTIN; Young, Claire, M
How much AUM does White Oak Wealth Partners have?
White Oak Wealth Partners reported $110.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns White Oak Wealth Partners?
Disclosed owners and executives of White Oak Wealth Partners include TURLINGTON, BRADLEY, AUSTIN, Young, Claire, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.