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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Wave
- Established Date
- 09-09-2021
- Office Locations
- 1
Office Locations
About Armory OAK Wealth LLC
Armory Oak Wealth is a St. Louis–based RIA providing financial planning, investment management, and tax-optimization strategies. The firm builds custom, evidence-based, tax-efficient portfolios—paired with quarterly rebalancing and ongoing income optimization—and coordinates with clients’ tax and estate planning partners for legacy needs. It serves planning-focused households at any life stage with no asset minimums and custodies with Charles Schwab.
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Owner & Executives
Mark Carl Milton
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Partner
- CRD
- #6897351
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,619,049 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,619,049 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,619,049
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,485,804,963 | 49.5% |
| Equity - Exchange | $1,415,448,076 | 20.1% |
| Cash | $2,140,777,189 | 30.4% |
| Total | $7,042,030,228 | 100.0% |