Oak Wealth Partners

Financial Services • 41615 Park Avenue, Leonardtown, United States • 1-10 Employees

Company overview

Headquarters	41615 Park Avenue, Leonardtown, MD 20650, US
Phone number	+13013275312
Website	oakwealthpartners.com
NAICS	52
Keywords	Risk Management, Financial Advisory, Financial Services, 401K, Registered Investment Advisor, Wealth Management, IRA, Roth Ira, Asset Allocation, Asset Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Management, Investment Strategies, 403B, Employer Sponsored Retirement Plans, Wealth Advisory, Sep Ira, Retirement Savings Plans, Savings Plan Management
Founded	2018
Employees	1-10
Socials

Key Contact at Oak Wealth Partners

Michael Scarborough

President & CEO

Oak Wealth Partners Email Formats

Oak Wealth Partners uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@oakwealthpartners.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@oakwealthpartners.com	100%

About Oak Wealth Partners

Oak Wealth Partners, Inc. takes the guesswork out of managing your investments. Our mission is to take a holistic approach to managing our client's investments. We have the expertise to manage your employer sponsored retirement plans as well as your traditional investments. Our goal is to help you retire in a financially stable position - let us be your peace of mind! Learn more at https://oakwealthpartners.com/

Oak Wealth Partners revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Oak Wealth Partners has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Oak Wealth Partners has never raised funding before.

Frequently asked questions

Oak Wealth Partners is located in 41615 Park Avenue, Leonardtown, US.

You can reach Oak Wealth Partners at +13013275312.

Oak Wealth Partners was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Oak Wealth Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Oak Wealth Partners

Michael Scarborough

President & CEO

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