ONE OAK
  • ONE OAK
  • ONE OAK HOLDINGS LLC
  • ONEWELL

Adviser Profile

As of Date 07/15/2026
Registration SEC, Approved, 04/20/2026
Other registrations (2)
Former registrations

ONE OAK HOLDINGS LLC

Contact Info (30 xxxxxxx
Websites
AUM* 110,379,326
of that, discretionary 110,379,326
Number of Employees 7
of those in investment advisory functions 3
Private Fund GAV* 1,091,680
Avg Account Size 6,132,185
% High Net Worth 27.78%
SMA’s No
Private Funds 2

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

110M 95M 79M 63M 47M 32M 16M
2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}