Oakland Wealth Consultants
Financial Services • • 1-10 Employees
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Investment Planning, Financial Services, Private Wealth Management, Financial Advice, Retirement Planning, Portfolio Management, Financial Planning, Investment Management, Pension Funds, Protection Planning |
| Employees | 1-10 |
Key Contact at Oakland Wealth Consultants
Sam Stuart
Director & Financial Adviser
About Oakland Wealth Consultants
At Oakland Wealth Consultants, we believe true financial wellbeing goes beyond numbers - it's about clarity, confidence, and peace of mind for every stage of life. As an appointed representative of St. James’s Place Wealth Management, we provide holistic, personalised financial advice tailored to individuals, families, and business owners. Whether you're planning for retirement, protecting your wealth, growing your investments or preparing for the next generation, our mission is to empower you with strategies that align with your goals and values. We pride ourselves on offering: Personalised financial planning built around your life journey Access to award-winning investment solutions through St. James’s Place Ongoing, long-term support as your circumstances evolve A trusted partnership rooted in transparency, integrity, and care At Oakland Wealth Consultants, we’re here to help you make confident financial decisions - not just for today, but for a lifetime.
Oakland Wealth Consultants revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Oakland Wealth Consultants has never raised funding before.
United States
Frequently asked questions
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