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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-03-2003
- Office Locations
- 1
Office Locations
About Oatley & Diak, Llc.
Oatley & Diak, LLC is a Colorado-based RIA providing financial planning and investment/portfolio management for individuals and business owners, including retirement, tax, estate, insurance and business succession planning. The firm emphasizes active management, asset allocation and risk management, with portfolios primarily implemented via ETFs, and custody primarily at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 98.1% is discretionary and 1.9% is non-discretionary.
The firm reports 1 advisory representatives and 44 clients, or 44 clients per representative. That equates to $692.6K in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on February 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
- Investment Themes
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The full Oatley & Diak, Llc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
NOELLE OATLEY DIAK
PARTNER, Wealth Manager
- CRD
- #4125107
- Ownership
- 50% but less than 75%
JOHN JOSEPH DIAK JR.
Investment Advisor, PARTNER
- CRD
- #5207863
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,903,732 | -- |
| Non-Discretionary | $568,704 | -- |
| Total | $30,472,436 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Oatley & Diak, Llc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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