White Oak Wealth Management
Financial Services • 
Columbia, Maryland, United States • 1-10 Employees
Company overview
| Headquarters | 8840 Stanford Blvd, Suite 4000, Columbia, Maryland 21045, US |
| Phone number | +14437419101 |
| Websites | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Retirement Planning, Financial Planning, Estate Planning, Investment Management |
| Founded | 2016 |
| Employees | 1-10 |
Key Contact at White Oak Wealth Management
David Berger
Managing Member & Founder
White Oak Wealth Management Email Formats
White Oak Wealth Management uses 1 email format. The most common is {first name} (e.g., john@whiteoakwm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@whiteoakwm.com | 100% |
About White Oak Wealth Management
White Oak Wealth Management provides comprehensive wealth management solutions to high net worth individuals, families, and businesses. We recognize that no two people are exactly alike. The needs and complexities of our clients vary significantly. We have the experience and resources to advise successful individuals on a range of financial issues. White Oak was designed and built differently; to ensure we have the capacity to serve the comprehensive needs of our clients. Our growth is managed to ensure a low client to advisor ratio. Our unique structure and independence enable us to dedicate the time and resources required to provide thorough customized advice to our clients. White Oak is a privately-owned Registered Investment Advisory firm located in Columbia, Maryland. As an RIA, White Oak provides a fiduciary standard of care to our clients; a legal requirement to serve client interests ahead of our own. We appreciate your interest in our firm and invite you to follow us.
White Oak Wealth Management 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
Employees by Department
White Oak Wealth Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
White Oak Wealth Management has never raised funding before.
White Oak Wealth Management Tech Stack
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Frequently asked questions
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