ONE OAK HOLDINGS LLC
Doing business as ONE OAK. SEC Form ADV profile.
Total regulatory AUM
$110,379,326
Discretionary
$110,379,326
Non-discretionary
$0
Firm details
- CRD number
- 334282
- SEC file number
- 801-135919
- Employees
- 7
- SEC status
- Approved
- Website
- https://www.investonewell.com/
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.