White Oak Wealth Management provides comprehensive wealth management solutions to high net worth individuals, families, and businesses. We recognize that no two people are exactly alike. The needs and complexities of our clients vary significantly. We have the experience and resources to advise successful individuals on a range of financial issues. White Oak was designed and built differently; to ensure we have the capacity to serve the comprehensive needs of our clients. Our growth is managed to ensure a low client to advisor ratio. Our unique structure and independence enable us to dedicate the time and resources required to provide thorough customized advice to our clients. White Oak is a privately-owned Registered Investment Advisory firm located in Columbia, Maryland. As an RIA, White Oak provides a fiduciary standard of care to our clients; a legal requirement to serve client interests ahead of our own. We appreciate your interest in our firm and invite you to follow us.
View Top Employees from White Oak Wealth Management| Website | http://www.whiteoakwealthmanagement.com |
| Revenue | $4 million |
| Employees | 3 (3 on RocketReach) |
| Founded | 2016 |
| Address | 8840 Stanford Blvd Suite 4000, Columbia, Maryland 21045, US |
| Phone | (443) 741-9101 |
| Technologies |
JavaScript,
HTML,
Twitter
+7 more
(view full list)
|
| Industry | Financial Services, Finance General, Finance |
| Competitors | Bollin Wealth Management LLC, Constant Guidance Financial, Core Wealth Management (Jupiter, FL), FRS Advisors, PIERMONT WEALTH MANAGEMENT |
| SIC | SIC Code 874 Companies, SIC Code 628 Companies, SIC Code 62 Companies, SIC Code 87 Companies |
| NAICS | NAICS Code 5611 Companies, NAICS Code 561110 Companies, NAICS Code 56 Companies, NAICS Code 52 Companies, NAICS Code 561 Companies, NAICS Code 523 Companies, NAICS Code 56111 Companies |
Looking for a particular White Oak Wealth Management employee's phone or email?
White Oak Wealth Management Questions
The White Oak Wealth Management annual revenue was $4 million in 2024.
Justin Roudiez is the Director of Financial Planning of White Oak Wealth Management.
3 people are employed at White Oak Wealth Management.
White Oak Wealth Management is based in Columbia, Maryland.
The NAICS codes for White Oak Wealth Management are [5611, 561110, 56, 52, 561, 523, 56111].
The SIC codes for White Oak Wealth Management are [874, 628, 62, 87].
Top White Oak Wealth Management Employees
Related Companies
