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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- SignalFocus +more
- Established Date
- 02-05-2004
- Office Locations
- 1
Office Locations
About Great OAK Wealth Management, INC
Great Oak Wealth Management is an independent, fee-only fiduciary planning and wealth management firm in northern Chester County, PA. The team delivers comprehensive planning and ongoing investment management, coordinating tax strategy, retirement, education, estate, and risk planning for professionals and high-income households (including executives and business owners with equity compensation). Portfolios are primarily implemented with ETFs and custodied at Schwab. The firm’s CFP professional is frequently quoted in outlets such as MarketWatch and CBS News.
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Owner & Executives
JAMES WHITE
Chief Executive Officer, President
- CRD
- #4746803
- Ownership
- 75% or more
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Shayn Horrocks
--
- CRD
- #7497165
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $99,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $99,300,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,012,850,516 | 31.2% |
| Equity - OTC | $1,051,585,366 | 16.3% |
| Cash | $1,058,036,810 | 16.4% |
| U.S. Government/Agency | $2,328,971,269 | 36.1% |
| Total | $6,451,443,961 | 100.0% |