RIGHTOAK ASSET MANAGEMENT, LLC

CRD 337832 · SEC 801-134408

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CA, United States

Phone

517-306-4884

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$111.9M

Discretionary AUM

$111.9M

Team

7 total employees; 6 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-18

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	734	$100.4M
High net worth individuals	8	$11.5M

States served

CA, CO, GA, ID, IL, IN, KY, LA, MD, MI, MN, NE, NY, NC, ND, OH, PA, SC, TN, WI, MO, WA, TX, FL

All web addresses on file

http://revard.money
http://www.rightoakassetmanagement.com
https://www.dominionwealthstrategists.com

Official SEC filing: View on IAPD