Investment adviser · CRD 343549

1 OAK WEALTH

Investment adviser filing (IA)

1 OAK PUERTO RICO, LLC

SAN JUAN, PR, United States · Form ADV filed Sep 30, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 30, 2026. View historical filings

Reported services

Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets

Principal office

151 CALLE DE SAN FRANCISCO,, 1ST FLOOR
SAN JUAN, PR, 00901, United States

CRD 343549

Filing source

Form ADV 2131286 · Sep 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.