← Back to searchVisit website
THREE OAKS WEALTH
THREE OAKS CAPITAL MANAGEMENT, LLC
CRD 171082
2377 GOLD MEADOW WAY, SUITE 220, GOLD RIVER, CA, 95670, United States
Phone
916-318-4849
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$89.3M
Discretionary AUM
$89.3M
Team
4 total employees; 3 advisory reps; 25 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $14.1M |
| High net worth individuals | 46 | $63.6M |
| Pension/profit sharing plans | 10 | $11.7M |
All web addresses on file
Official SEC filing: View on IAPD