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Oak Tree Wealth Management Employee Directory

Financial ServicesNevada, United States2-10 Employees

Oak Tree Wealth Management is an independent financial services firm based in Incline Village, in the Lake Tahoe region of Nevada. It works with families and individuals who have achieved a level of success and seek ongoing guidance to advance their financial plans. The practice emphasizes access to an independent CERTIFIED FINANCIAL PLANNER™ professional with decades of experience to help clients work toward their financial goals.

Securities are offered through LPL Financial, a member FINRA/SIPC, and investment advice is provided through Mariner Independent Advisor Network, LLC; Oak Tree Wealth Management and these organizations are separate entities. The firm specializes in serving widows and divorcees, particularly women in transition, with the aim of improving clients' control and confidence in their financial lives, and serves clients located across the United States.

Find Oak Tree Wealth Management employees' phone numbers or email addresses

Oak Tree Wealth Management Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Oak Tree Wealth Management's Leadership

  • Stylized image of a person
    M. S.
    Chief Executive Officer
    Phone icon
    Mobile Phone

Oak Tree Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Oak Tree Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. S.
    Chief Executive Officer
    Phone icon
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Oak Tree Wealth Management known for?

Minus sign iconPlus sign iconOak Tree Wealth Management was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 1159 Altdorf Terrace Incline Village, Nevada 89451 United States; you can contact the main corporate office by phone at
+1-925-275-****
. Explore Oak Tree Wealth Management's company overview page for more information.

What is Oak Tree Wealth Management's most common email format?

Minus sign iconPlus sign iconOak Tree Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Oak Tree Wealth Management email formats with LeadIQ.

How many employees does Oak Tree Wealth Management have currently?

Minus sign iconPlus sign iconOak Tree Wealth Management has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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As of July 2026, Oak Tree Wealth Management's key employees include:

  • Chief Executive Officer: M. S.

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