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- Custodian
- Charles Schwab & Company · Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-19-2025
- Office Locations
- 1
Office Locations
About OAK Summit Wealth Management, Inc.
Oak Summit Wealth Management is a fee-only fiduciary firm based in San Diego serving clients nationwide. Led by owner Michael Randall (CFA, CFP, EA), it provides comprehensive financial planning and tax-smart wealth management—retirement planning, Roth conversion and charitable strategies, and customized, evidence-based, tax-efficient portfolio management with no commissions. Client reporting is via Orion; custody includes Schwab.
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Owner & Executives
Michael Abraham Randall
Chief Compliance Officer, PRINCIPAL
- CRD
- #6889609
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,520,707 | -- |
| Non-Discretionary | $5,492,488 | -- |
| Total | $82,013,195 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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