Black Oak Wealth Management, LLC
Black Oak Wealth Management, LLC (CRD# 149349) is a financial advisory firm headquartered in , . They manage $1,900,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts12ACCOUNTS
Average Account Value$158,333
- 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.