Black Oak Wealth Management, LLC

Black Oak Wealth Management, LLC (CRD# 149349) is a financial advisory firm headquartered in , . They manage $11,500,000 in 66 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.facebook.com/black-oak-wealth-management-llc-716705521679218
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $174,242
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
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Black Oak Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Bradley Kleinfelter, financial advisor Phoenixville PA
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 18 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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