LeadIQ logo
Learn more at LeadIQ.com
Oak Wealth Management, LLC logo

Oak Wealth Management, LLC Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Oak Wealth Management, LLC has about 4 employees, all of them in North America. Banking and Accounting make up over half of the profiles with a known department.

Find Oak Wealth Management, LLC employees' phone numbers or email addresses

Oak Wealth Management, LLC Global Highlights

Location
Employees

North America
6

Minus sign iconPlus sign icon
  • United States Of America
    6

Oak Wealth Management, LLC's Leadership

  • Bookkeeper at Oak Wealth Management, LLC
    C. M.
    Bookkeeper
    Mobile Phone
  • Administrative Assistant at Oak Wealth Management, LLC
    C. O.
    Administrative Assistant
    Mobile Phone

Oak Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Banking
  • Community & Social Services
  • Other

Banking is the largest department at 50% of profiles with a known department, followed by Accounting (33%) and Community & Social Services (17%).

Contact profiles from Oak Wealth Management, LLC

Name
Title
Contact
Location
Last Update
  • Bookkeeper at Oak Wealth Management, LLC
    C. M.
    Bookkeeper
    Mobile Phone
    Bay
    May 30, 2026
  • Administrative Assistant at Oak Wealth Management, LLC
    C. O.
    Administrative Assistant
    Mobile Phone
    Bay
    Jun 27, 2026

Frequently Asked Questions

What are the largest departments at Oak Wealth Management, LLC?

Minus sign iconPlus sign iconBanking is the largest department at 50% of profiles with a known department, followed by Accounting (33%) and Community & Social Services (17%).

How many employees does Oak Wealth Management, LLC have currently?

Minus sign iconPlus sign iconOak Wealth Management, LLC has approximately 4 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Oak Wealth Management, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Oak Wealth Management, LLC's key employees include:

  • Bookkeeper: C. M.
  • Administrative Assistant: C. O.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Oak Wealth Management, LLC known for?

Minus sign iconPlus sign iconOak Wealth Management, LLC was founded in 2014 and operates in the Financial Services industry. You can contact Oak Wealth Management, LLC's main corporate office by phone at
+1-925-357-****
. Explore Oak Wealth Management, LLC's company overview page for more information.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.