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RIGHTOAK ASSET MANAGEMENT, LLC

· CRD 337832 · IAPD ↗ · revard.money · 517-306-4884

$111.9MRegulatory AUM
6Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
25States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2026 — RIGHTOAK ASSET MANAGEMENT, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
July 2026 — RIGHTOAK ASSET MANAGEMENT, LLC notice-filed in CO, ID, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
April 2026 — RIGHTOAK ASSET MANAGEMENT, LLC changed its website from rightoakassetmanagement.com to revard.money.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
44
April 2026 — RIGHTOAK ASSET MANAGEMENT, LLC notice-filed in KY, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2026 — RIGHTOAK ASSET MANAGEMENT, LLC notice-filed in CA, FL, GA, IL, IN, LA, MN, MO, NC, ND, NE, NY, OH, PA, SC, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2026 — RIGHTOAK ASSET MANAGEMENT, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
December 2025 — RIGHTOAK ASSET MANAGEMENT, LLC (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 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.