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$9.5M Total AUM
$9.5M Disc. AUM
-- 3Y CAGR
1 Employees
72 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-06-2022
- Office Locations
- 1
Office Locations
-- Brooklyn NY
About OAK Private Wealth LLC
Oak Private Wealth is a Brooklyn-based RIA serving successful business owners and high-net-worth families with integrated financial and wealth planning, including tax and estate planning, insurance, and retirement plan guidance. Portfolios emphasize disciplined asset allocation and risk management, using ETFs, mutual funds, and fixed income (including munis). Custody relationships include Schwab and Altruist.
Team overview
-- AVG AGE
$9.5M AVG AUM / ADVISOR
$131.9K AVG AUM / CLIENT
4.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Chaim Deutsch
Investment Adviser Representative
- CRD
- #7548236
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,495,067 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,495,067 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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