$13.4M Total AUM
$13.4M Disc. AUM
-- 3Y CAGR
1 Employees
81 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- MomentumPeak
- Established Date
- 08-15-2012
- Office Locations
- 1
Office Locations
101 N. Shoreline Blvd. Suite 304 Corpus Christi TX
About OAK Tree Wealth Management
OAK Tree Wealth Management is a Corpus Christi-based RIA. The firm has been operating for 13 years. Managing $13.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$13.4M AVG AUM / ADVISOR
$165.4K AVG AUM / CLIENT
8.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
North north Frontier foundation
Custodian
Momentum vector Unison Insight Quantum horizon Ridge Summit
Investment Themes
Unison timber Foundation Momentum
Investment Vehicles
Capital meridian Glacier
Services
Legacy meridian Unison eagle Ember Radial quantum North Prime signal Eagle beacon
Technology
Atlas Crest
Owner & Executives
MARTIN LEO SCHOONOVER
Analyst, Chief Compliance Officer, Chief Executive Officer, Financial Advisor
- CRD
- #3203095
- Ownership
- 75% or more
(968) 817-4898
glacier.ember@northcapital.com
in linkedin.com/in/vertex-oak
Showing 1 of 1 owners & executives
Unlock allContacts
CHRISTOPHER Guy MCMAHAN
Investment Advisor
- CRD
- #7413408
(969) 721-5495
atlas.focus@quantumcapital.com
in linkedin.com/in/insight-signal
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,400,000
Equity - Exchange:
17.9% Equity - OTC:
19.2% Corporate - Non-Investment Grade:
11.5% Cash:
24.6% Public Funds:
26.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $635,170,860 | 17.9% |
| Equity - OTC | $681,300,588 | 19.2% |
| Corporate - Non-Investment Grade | $408,070,665 | 11.5% |
| Cash | $872,916,378 | 24.6% |
| Public Funds | $950,982,070 | 26.8% |
| Total | $3,548,440,561 | 100.0% |