Blue Oak Capital, LLC Employee Directory

Q: What is Blue Oak Capital, LLC known for?

Blue Oak Capital, LLC was founded in 1999. Blue Oak Capital, LLC operates in the Investment Management industry.

Q: How many employees does Blue Oak Capital, LLC have currently?

Blue Oak Capital, LLC has approximately 2 employees.

Investment ManagementCalifornia, United States2-10 Employees

http://www.blueoak.net 

Our expertise is simplifying wealth issues such as: portfolio management, capital growth and preservation, retirement transitions, tax, and gifting strategies. 

Recent projects for clients include:  

*Diversification strategy of newly created wealth from public offering of founder's shares. 

*Education about, and management and organization of a portfolio for a surviving partner in a relationship where "my spouse took care of all of the money." 

*Wealth planning for a transition from senior executive to part time consulting - "Can we afford it?" 

*Planning for children's education needs and generational wealth transfer.

Blue Oak is a fee-only advisory firm, we do not make money from commissions or selling products.  As wealth managers, our task is to build and monitor portfolios using a client's particular objectives as the guiding framework for maintaining an appropriate asset allocation strategy.

We serve a limited number of clients, by design, to ensure each client has a personal relationship with a decision-maker.

Find Blue Oak Capital, LLC employees' phone numbers or email addresses

Blue Oak Capital, LLC Global Highlights

North America
3

United States Of America
3

Blue Oak Capital, LLC's Leadership

L. W.
Partner
Mobile Phone
Email

Contact profiles from Blue Oak Capital, LLC

Name

Title

Contact Info

Location

Last Update

L. W.
Partner
Mobile Phone
Email
United States
Jun 10, 2025

Frequently Asked Questions

What is Blue Oak Capital, LLC known for?

Blue Oak Capital, LLC was founded in 1999 operates in the Investment Management industry. The company's main headquarters is located in 3000 Sand Hill Road Building 1, Suite 205; you can contact the main corporate office by phone at

+1-650-251-****

. Explore Blue Oak Capital, LLC's company overview page for more information.

What is Blue Oak Capital, LLC's most common email format?

Blue Oak Capital, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Blue Oak Capital, LLC email formats with LeadIQ.

How many employees does Blue Oak Capital, LLC have currently?

Blue Oak Capital, LLC has approximately 2 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Blue Oak Capital, LLC's key employees and leadership?

As of December 2025, Blue Oak Capital, LLC's key employees include:

Partner: L. W.

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