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OAK ROOT LLC
CRD 246788 · SEC 801-100400
CA, United States
Phone
805-395-9767
Fax
000-000-0000
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$920.0M
Discretionary AUM
$909.0M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; SELECTION OF OTHER ADVISERS FEES
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $1.5M |
| High net worth individuals | 8 | $907.5M |
| Charitable organizations | 1 | $11.0M |
States served
CA, HI
All web addresses on file
Official SEC filing: View on IAPD