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OAK SUMMIT WEALTH MANAGEMENT, INC.

CRD 334753

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

$82.0M

Discretionary AUM

$76.5M

Team

1 total employees; 1 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-01-12

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals62$24.5M
High net worth individuals29$57.5M

All web addresses on file

Official SEC filing: View on IAPD