Overview
Assets Under Management: $268 million
Headquarters: RESTON, VA
High-Net-Worth Clients: 72
Average Client Assets: $3 million
Frequently Asked Questions
OAK BARREL WEALTH ADVISORY LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #333693), OAK BARREL WEALTH ADVISORY LLC is subject to fiduciary duty under federal law.
OAK BARREL WEALTH ADVISORY LLC is headquartered in RESTON, VA.
OAK BARREL WEALTH ADVISORY LLC serves 72 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, OAK BARREL WEALTH ADVISORY LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
OAK BARREL WEALTH ADVISORY LLC manages $268 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, OAK BARREL WEALTH ADVISORY LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.58
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 518
Discretionary Accounts: 518
Regulatory Filings
CRD Number: 333693
Last Filing Date: 2025-03-05 00:00:00
Website: https://piedmontwa.com