Black Oak Wealth Management, LLC

Black Oak Wealth Management, LLC (CRD# 149349) is a financial advisory firm headquartered in , . They manage $2,800,000 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Black Oak Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Bradley D. Kleinfelter
CRD#: 4966737
Phoenixville, PA

Bradley Kleinfelter (CRD# 4966737) is an Investment Advisor Representative working at Black Oak Wealth Management, LLC in Phoenixville, PA and has over 12 years of experience in the finance industry.

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