V
CRD: 336621
Valley OAK Investment Strategies LLC
$43.4M Total AUM
$18.8M Disc. AUM
-- 3Y CAGR
7 Employees
220 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-22-2025
- Office Locations
- 2
Office Locations
6011 Stadium Drive Kalamazoo MI
-- AVE Maria FL
About Valley OAK Investment Strategies LLC
Valley OAK Investment Strategies LLC is a Kalamazoo-based RIA with 2 offices. The firm has been operating for 0 years. Managing $43.4M in total assets under management, with 3 advisory representatives. They custody assets with Axos and Charles Schwab & Company.
Team overview
51 AVG AGE
$14.5M AVG AUM / ADVISOR
$197.4K AVG AUM / CLIENT
0.6 yrs AVG TENURE
7 Employees
3 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
MATTHEW LOUIS RZEPKA
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5281614
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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MATTHEW CHLOPEK
--
- CRD
- #6615736
Available
Available
Available
P
PHILIP J KEHOE
Owner
- CRD
- #5759737
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,814,386 | -- |
| Non-Discretionary | $24,614,989 | -- |
| Total | $43,429,375 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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