Three Oaks Wealth Revenue

Investment Management • Gold River, California, United States • 1-10 Employees

Three Oaks Wealth revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at Three Oaks Wealth

Grant Bledsoe

President

Company overview

Headquarters	2377 Gold Meadow Way, Suite 100, Gold River, CA 95670, US
Phone number	+15037261071
Website	threeoakswealth.com
NAICS	5231
SIC	628
Keywords	Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Management, Retirement Plan Services
Founded	2014
Employees	1-10
Socials

Three Oaks Wealth Email Formats

Three Oaks Wealth uses 1 email format. The most common is {first initial} (e.g., j@threeoakswealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@threeoakswealth.com	100%

About Three Oaks Wealth

Three Oaks Capital Management, LLC DBA Three Oaks Wealth is a Registered Investment Adviser in the States of Oregon and California. Prior to any advisory work conducted outside these states, Three Oaks Capital Management, LLC DBA Three Oaks Wealth would become registered in that jurisdiction or qualify for an exemption or exclusion to registration. Our mission is to improve our clients' lives by organizing and optimizing their finances. To do so we act as our clients' chief financial officers, helping them reach their financial goals through thoughtful planning and management of their investments. Three Oaks is a fee-only firm. This means that we are compensated only by our clients directly, and never through commissions, kickbacks, or revenue sharing agreements. In addition, Three Oaks has a legal obligation to act in a fiduciary capacity as a registered investment advisory firm. This means we must do what's in our clients' best interests at all times. This structure best supports our mission, as it aligns our interests with our clients in a transparent and dutiful way. Visit us at www.threeoakswealth.com.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Three Oaks Wealth has never raised funding before.

Three Oaks Wealth Tech Stack

Discover the technologies and tools that power Three Oaks Wealth's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

SiteOrigin Page Builder

Page builders

WP Rocket

Caching

Tiny Slider

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

SiteOrigin Widgets Bundle

WordPress plugins

Genesis theme

WordPress themes

jQuery

JavaScript libraries

PHP

Programming languages

Akismet

WordPress plugins

Frequently asked questions

Three Oaks Wealth is located in Gold River, California, US.

You can reach Three Oaks Wealth at +15037261071.

Three Oaks Wealth generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

Three Oaks Wealth has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Three Oaks Wealth was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Three Oaks Wealth

Grant Bledsoe

President

4.8

40,000 users