Great Oak Wealth Management, Inc.

Great Oak Wealth Management, Inc. (CRD# 127780) is a financial advisory firm headquartered in , . They manage $73,600,000 in 325 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.instagram.com/greatoakwealth/
By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    325
    ACCOUNTS
  • Average Account Value
    $226,462
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • 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 Great Oak Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Gillian McCarthy, financial advisor Pottstown PA
Gillian M. McCarthy
CRD#: 5926812
2295 Wells Rd, Pottstown, PA 19465

Gillian McCarthy (CRD# 5926812) is an Investment Advisor Representative working at Great Oak Wealth Management, Inc. in Pottstown, PA and has over 10 years of experience in the finance industry.

2
James White, financial advisor Pottstown PA
James White
CRD#: 4746803
Pottstown, PA

James White (CRD# 4746803) is an Investment Advisor Representative working at Great Oak Wealth Management, Inc. in Pottstown, PA and has over 20 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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