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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-18-2024
- Office Locations
- 1
Office Locations
About West OAK Wealth
West Oak Wealth is an Oklahoma-registered RIA founded by Chip Anderson serving individuals with comprehensive financial planning and portfolio management. The firm supports retirement planning, tax strategy, insurance, education funding, and charitable giving, building personalized investment plans aligned to risk and goals. Public filings indicate an ETF-heavy approach; clients can use online scheduling and a RightCapital portal, with custody at Charles Schwab.
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Gerald Edward Anderson Jr.
Chief Compliance Officer, Owner
- CRD
- #7849105
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Chase Edward Anderson
--
- CRD
- #8142580
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,139,168 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,139,168 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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