This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-05-2014
- Office Locations
- 2
Office Locations
About Three Oaks Wealth
Three Oaks Wealth (Three Oaks Capital Management, LLC) is an RIA registered in Oregon and California providing financial planning, evidence-based investment management, and retirement plan management. The team builds custom portfolios aligned to each plan, incorporating client values or existing holdings, and supports business owners with 401(k)/SEP/SIMPLE plan design and ongoing operation, including via Schwab custody.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Services
Technology
Owner & Executives
GRANT STEPHEN BLEDSOE
Chief Compliance Officer, Director, President
- CRD
- #5424910
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Bethany Diane Ely
Director
- CRD
- #7671334
SEAN PATRICK VILLANUEVA BARTER
--
- CRD
- #5761097
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,005,394 | -- |
| Non-Discretionary | $0 | -- |
| Total | $100,005,394 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing