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).
Total Assets Under Management3MILLION
Total Number of Accounts23ACCOUNTS
Average Account Value$121,739
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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.