$38.4M Total AUM
$38.4M Disc. AUM
-- 3Y CAGR
1 Employees
88 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-03-2021
- Office Locations
- 1
Office Locations
9121 Anson WAY, Suite 200 Raleigh NC
About Acorn & OAK Wealth Management
Acorn & Oak Wealth Management is a Raleigh, NC fee-only RIA led by John Underhill, CFP®, providing comprehensive financial planning and tax-smart investment and wealth management for individuals, families, retirees, and business owners, including business retirement plans. Portfolios are built primarily with ETFs and mutual funds, and the firm supports clients remotely; custody includes Charles Schwab & Company.
Team overview
43 AVG AGE
$38.4M AVG AUM / ADVISOR
$436.6K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
John Underhill
Chief Compliance Officer, Financial Advisor
- CRD
- #6253020
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,416,682 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,416,682 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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