# Oak Summit Wealth Management, Inc.

> Oak Summit Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 12, 2026.

- CRD: 334753
- Filed as: OAK SUMMIT WEALTH MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: January 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334753
- AdvisorCensus page: https://advisorcensus.com/firm/oak-summit-wealth-management-inc-334753

## Quick answers

**How is Oak Summit Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Oak Summit Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Oak Summit Wealth Management, Inc. registered with the SEC or a state?**
Oak Summit Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334753.

**How much does Oak Summit Wealth Management, Inc. manage?**
Oak Summit Wealth Management, Inc. reports $82,013,195 in regulatory assets under management in its Form ADV filing dated January 12, 2026 (93% discretionary).

**What types of clients does Oak Summit Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (62); high net worth individuals (29).

**Does Oak Summit Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334753

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $82,013,195
- Discretionary: $76,520,707
- Non-discretionary: $5,492,488

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $24,484,418 |
| High net worth individuals | 29 | $57,528,777 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oaksummit.com
- LinkedIn @oak-summit-wealth
- LinkedIn @michael-randall-cfa-cfp-ea

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oak Summit Wealth Management, Inc. (CRD 334753): Form ADV filing data as of October 2026.