Oag Wealth Management, LLC
Oag Wealth Management, LLC (CRD# 168951) is a financial advisory firm headquartered in Kirkland, WA. They manage $68,437 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$34,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Jack Jarrell (CRD# 6098405) is an Investment Advisor Representative working at Oag Wealth Management, LLC in Kirkland, WA and has over 4 years of experience in the finance industry.