CRD: 337832
Rightoak Asset Management, LLC
$111.9M Total AUM
$111.9M Disc. AUM
-- 3Y CAGR
7 Employees
742 ADV. Clients
0 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-23-2025
- Office Locations
- 6
Office Locations
-- -- --
-- Cumming GA
-- Dewitt MI
About Rightoak Asset Management, LLC
RightOak Asset Management is a Michigan-based registered investment adviser providing retirement planning, wealth management, and estate strategy for retirees/pre-retirees, working professionals, and small business owners. The firm emphasizes portfolio construction and risk management, including ETF and mutual-fund implementation, with client access supported via a Generational Vault portal.
Team overview
36 AVG AGE
$18.7M AVG AUM / ADVISOR
$150.9K AVG AUM / CLIENT
0.6 yrs AVG TENURE
7 Employees
6 Advisory Reps
6 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
RYAN JOHN BYTWERK
Chief Compliance Officer, Owner
- CRD
- #6102732
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Ian A Elieff
Financial Advisor, Founding Partner
- CRD
- #7284737
Available
Available
Available
J
Justin Keith Johnson
--
- CRD
- #7960265
Available
Available
Available
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,936,258 | $109,100 |
| Non-Discretionary | $0 | -- |
| Total | $111,936,258 | $109,100 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Equity - OTC:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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