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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- AlphaAtlas glacier +more
- Established Date
- 09-27-2022
- Office Locations
- 1
Office Locations
About OAK Maple Finance, LLC
Oak Maple Finance is a Vermont-based, fee-only fiduciary RIA providing heart-centered financial planning and ongoing wealth management for individuals and families. Services include investment planning, tax strategies, retirement income planning, estate planning, insurance/risk management, and charitable giving guidance. Portfolios are primarily implemented with mutual funds and ETFs, and the firm is affiliated with NAPFA and XY Planning Network.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
REBECCA K WALSH
Chief Compliance Officer, FOUNDER, Owner
- CRD
- #5462343
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CORRIE PARKER
Financial Planner
- CRD
- #8019570
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,547,905 | -- |
| Non-Discretionary | $0 | -- |
| Total | $92,547,905 | -- |
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Separately Managed Accounts
Total SMA Asset: $92,547,905
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $316,491,742 | 10.4% |
| Equity - Exchange | $538,644,599 | 17.7% |
| Cash | $170,418,630 | 5.6% |
| Corporate - Investment Grade | $593,422,016 | 19.5% |
| Municipal Bonds | $538,644,599 | 17.7% |
| Private Funds | $468,651,233 | 15.4% |
| U.S. Government/Agency | $416,917,006 | 13.7% |
| Total | $3,043,189,825 | 100.0% |