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GREAT OAK WEALTH MANAGEMENT, INC

CRD 127780

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$99.3M

Discretionary AUM

$99.3M

Team

2 total employees; 2 advisory reps; 20 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees; SUBSCRIPTION FEE FOR ONGOING FINANCIAL PLANNING ONLY

Org form

Corporation

Filing date

2026-02-03

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals88$45.3M
High net worth individuals32$54.0M

All web addresses on file

Official SEC filing: View on IAPD