Three Oaks Wealth

Three Oaks Wealth (CRD# 171082) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $52,156,833 in 299 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
5200 Sw Meadows Road, Suite 150, Lake Oswego, OR 97035
https://www.linkedin.com/company/three-oaks-wealth
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    299
    ACCOUNTS
  • Average Account Value
    $174,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TX

Financial Advisors at Three Oaks Wealth
Showing 1 - 2 of 2 top financial advisors.
1
Grant Bledsoe, financial advisor Lake Oswego OR
Grant S. Bledsoe
CRD#: 5424910
5200 Sw Meadows Road, Suite 150, Lake Oswego, OR 97035

Grant Bledsoe (CRD# 5424910) is an Investment Advisor Representative and founder of Three Oaks Capital Management.  He serves clients in the Sacramento & Portland areas, as well as remotely around the country. Grant has over 10 years of experience in the finance industry.  You can find Grant's blog at http://abovethecanopy.us.

2
Bethany Ely, financial advisor Folsom CA
Bethany D. Ely
CRD#: 7671334
Folsom, CA

Bethany Ely (CRD# 7671334) is an Investment Advisor Representative working at Three Oaks Wealth in Folsom, CA and has 1 year 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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