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Building 2VAMA OAK WEALTH LLC

Map pinNEWTOWN, PA
Phone215-809-2011
NotebookSEC #801-129006
Total AUM
$37.1M
Employees
2
Clients
70

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
41 UNIVERSITY DRIVE
SUITE 400
NEWTOWN
PA 18940
United States
Operating Hours
8AM - 4PM
Monday - Friday
Phone
215-809-2011

ReceiptFinancials

Total AUM
$37.1M
Accounts
212
Discretionary
$37.1M
Accounts
212
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
56
AUM
$19M
HNW Individual Clients
14
AUM
$18.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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