Acorn & Oak Wealth Management

Acorn & Oak Wealth Management (CRD# 313322) is a financial advisory firm headquartered in , . They manage $22,114,173 in 194 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.acornandoakwm.com/
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    194
    ACCOUNTS
  • Average Account Value
    $113,991
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Acorn & Oak Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
John Underhill, financial advisor Raleigh NC
John Underhill
CRD#: 6253020
Raleigh, NC

John Underhill (CRD# 6253020) is an Investment Advisor Representative working at Acorn & Oak Wealth Management in Raleigh, NC and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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