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ONE OAK

· CRD 334282 · IAPD ↗ · investonewell.com · (302) 754-1625

$110.4MRegulatory AUM
3Advisory reps
7Employees
0Clients
1-10Planning clients
1Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
August 2026 — ONE OAK now reports 1 private fund(s) ($1.1M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
95
May 2026 — ONE OAK (location n/a) is newly SEC-registered with $110.4M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.