Insights

Niche Market Focus Black Oak Wealth Management operates as a fiduciary with a strong emphasis on transparency and personalized service, targeting clients seeking tailored investment advice and comprehensive financial planning.

Tech-Enabled Service The company leverages advanced financial technology, linking all client assets for real-time net worth updates and detailed portfolio modeling, presenting opportunities to introduce complementary fintech solutions or enhanced data analytics tools.

Growth Potential With a modest revenue range under one million dollars and a very small team, there is significant potential for scaling services, expanding client base, and introducing new wealth management products or services tailored to high-net-worth individuals.

Market Positioning Positioned alongside major firms like Charles Schwab and Fidelity, Black Oak can be targeted as a boutique alternative emphasizing personalized, transparent advisory services, appealing to clients desiring a more dedicated wealth management experience.

Digital Marketing Opportunities The company utilizes key digital tools such as Google Analytics, Facebook Pixel, and Squarespace, indicating readiness for targeted digital marketing campaigns and lead generation strategies to attract new clients seeking fiduciary, tech-savvy financial guidance.

Black Oak Wealth Management, Inc. Tech Stack

Black Oak Wealth Management, Inc. uses 8 technology products and services including Facebook Pixel, Squarespace, Google Fonts API, and more. Explore Black Oak Wealth Management, Inc.'s tech stack below.

Facebook Pixel

Analytics

Squarespace

Content Management System

Google Fonts API

Font Scripts

jQuery

Javascript Libraries

reCAPTCHA

Security

Google Analytics

Web Analytics

Adobe Fonts

Web Fonts

Facebook

Widgets

Frequently Asked Questions

Where is Black Oak Wealth Management, Inc.'s headquarters located?

Black Oak Wealth Management, Inc.'s main headquarters is located at 8004 Linville Rd, Oak Ridge, North Carolina 27310, US. The company has employees across 1 continents, including North America.

What is Black Oak Wealth Management, Inc.'s official website and social media links?

Black Oak Wealth Management, Inc.'s official website is blackoakwm.com and has social profiles on LinkedIn.

What is Black Oak Wealth Management, Inc.'s NAICS code?

Black Oak Wealth Management, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Black Oak Wealth Management, Inc. have currently?

As of December 2025, Black Oak Wealth Management, Inc. has approximately 1 employees across 1 continents, including North America. Key team members include Executive Secretary: G. B.. Explore Black Oak Wealth Management, Inc.'s employee directory with LeadIQ.

What industry does Black Oak Wealth Management, Inc. belong to?

Black Oak Wealth Management, Inc. operates in the Investment Management industry.

What technology does Black Oak Wealth Management, Inc. use?

Black Oak Wealth Management, Inc.'s tech stack includes Facebook PixelSquarespaceGoogle Fonts APIjQueryreCAPTCHAGoogle AnalyticsAdobe FontsFacebook.

When was Black Oak Wealth Management, Inc. founded?

Black Oak Wealth Management, Inc. was founded in 2016.

Black Oak Wealth Management, Inc.

Q: What technology does Black Oak Wealth Management, Inc. use?

Black Oak Wealth Management, Inc.'s tech stack includes Adobe Fonts, Google Analytics, Squarespace, Modernizr, Facebook.

Investment ManagementUnited States0-1 Employees

FIDUCIARY

We know you worked hard for your money. Therefore, we work hard to invest in your best interests, with your goals in mind... not just a one size fits all mentality.

TRANSPARENCY

As a fee-only RIA, Registered Investment Advisor, our cost to clients is simple & straightforward.

TECH & PERSONAL SERVICE

Link all your assets & accounts, both managed by us & not, to our Black Oak Wealth Management System for a complete picture of your financial life. Your Net Worth gets updated automatically everyday!

Our portfolio modeling is detailed, based on risk tolerance and your investment time horizon. Our financial tools give you a picture of your complete financial life, investments, life insurance, and help you plan for your legacy. You get personal, technology-enhanced guidance with total transparency into your wealth. The result will transform the way you understand, manage, and grow your net worth.

Insights

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