# West Oak Wealth

> West Oak Wealth is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 26, 2026.

- CRD: 329170
- Filed as: WEST OAK WEALTH
- Legal name: West Oak Wealth, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Oklahoma
- Filing period: October 2026
- Form ADV filing dated: January 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329170
- AdvisorCensus page: https://advisorcensus.com/firm/west-oak-wealth-329170

## Quick answers

**How is West Oak Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), West Oak Wealth 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 West Oak Wealth registered with the SEC or a state?**
West Oak Wealth is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329170.

**How much does West Oak Wealth manage?**
West Oak Wealth reports $24,139,168 in regulatory assets under management in its Form ADV filing dated January 26, 2026 (100% discretionary).

**What types of clients does West Oak Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39); high net worth individuals (7).

**Does West Oak Wealth 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/329170

## 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: $24,139,168
- Discretionary: $24,139,168
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $3,583,039 |
| High net worth individuals | 7 | $19,524,210 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,031,919 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- westoakwealth.com
- Facebook facebook.com
- LinkedIn @99256909

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. West Oak Wealth (CRD 329170): Form ADV filing data as of October 2026.