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Building 2OAK SPRINGS WEALTH MANAGEMENT, LLC

Map pinKNOXVILLE, TN
Phone865-312-7660
NotebookSEC #801-76888
Total AUM
$68.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6341 MIDDLEBROOK PIKE
KNOXVILLE
TN 37909
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
865-312-7660

ReceiptFinancials

Total AUM
$68.1M
Accounts
144
Discretionary
$63.7M
Accounts
136
Non-Discretionary
$4.4M
Accounts
8

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ANCILLARY SERVICES, DESCRIBED IN ADV PART 2A
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GATNTX

HandshakeAffiliates

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

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