$88.5K Total AUM
$88.5K Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
5 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2021
- Office Locations
- 1
Office Locations
-- Katy TX
About Wisdom OAK Fund Management LLC
Wisdom Oak Fund Management provides active, performance-focused portfolio management for retail and institutional clients, built around a “neutral direction” approach that uses options to seek lower risk and short-term return opportunities. Portfolios are often ETF-based, with supporting services including portfolio construction and financial planning.
Team overview
-- AVG AGE
$88.5K AVG AUM / ADVISOR
$17.7K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
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Asset Classes
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Custodian
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Investment Themes
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Services
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Technology
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Owner & Executives
S
Siddharth Mehta
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #6347705
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,466 | -- |
| Non-Discretionary | $0 | -- |
| Total | $88,466 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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