O
$2.4M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
12 yrs Firm Age
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- Custodian
- Prudential ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-13-2014
- Office Locations
- 1
Office Locations
12800 Whitewater Drive Suite 100 Minnetonka MN
About Oakfort Wealth Partners
Oakfort Wealth Partners is a Minnetonka-based RIA. The firm has been operating for 12 years. Managing $2.4M in total assets under management, with 1 advisory representatives. They custody assets with Prudential and Wells Fargo.
Team overview
-- AVG AGE
$2.4M AVG AUM / ADVISOR
$43.7K AVG AUM / CLIENT
9.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
CHARLES NJUGUNA GITAU
Investment Advisor, President
- CRD
- #4251411
- 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 | $2,134,030 | -- |
| Non-Discretionary | $228,385 | -- |
| Total | $2,362,415 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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