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OAK ASSET MANAGEMENT, LLC
CRD 287856 · SEC 801-110296
2535 TOWNSGATE ROAD, SUITE 300, WESTLAKE VILLAGE, CA, 91361, United States
Phone
(805) 778-0818
Fax
(805) 778-0876
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$413.8M
Discretionary AUM
$413.8M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $41.1M |
| High net worth individuals | 124 | $364.7M |
| Pension/profit sharing plans | 4 | $7.6M |
| Charitable organizations | 1 | $175K |
| Corporations/business entities | 4 | $182K |
States served
AZ, CA, ID, NV, UT, WA, TX
All web addresses on file
Official SEC filing: View on IAPD