# White Oak Wealth LLC

> White Oak Wealth LLC is a state-registered investment advisory firm, registered since 2015, with no regulatory assets under management reported in its Form ADV filing dated March 25, 2026.

- CRD: 169385
- Filed as: WHITE OAK WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169385
- AdvisorCensus page: https://advisorcensus.com/firm/white-oak-wealth-llc-169385

## Quick answers

**How is White Oak Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), White Oak Wealth LLC 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 White Oak Wealth LLC registered with the SEC or a state?**
White Oak Wealth LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 169385.

**Does White Oak Wealth LLC 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/169385

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- whiteoakwealth.com
- Facebook @WHITE-OAK-WEALTH-527645510659884
- LinkedIn @3499897

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. White Oak Wealth LLC (CRD 169385): Form ADV filing data as of October 2026.