Three Oaks Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Gold River, CA. Its latest Form ADV filing, dated July 21, 2026, reports $100M in regulatory assets under management, 3 employees, 1 office, and 343 accounts.
Assets Under Management
$100M
Employees
3
Offices
1 office
Total Clients
100
Primary office
GOLD RIVER, CA
2377 GOLD MEADOW WAY, SUITE 220, GOLD RIVER, CA, United States
Top client segmentHNWI represent 46.0% of total clients.
Top client categories% of clientsClients
1
HNWI
46.0%
46
2
Individuals
43.0%
43
3
Pension Plans
11.0%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$100Mas of July 21, 2026
Discretionary100.0%
$100M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$100M
Total Accounts343
10Y AUM Change—
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee33:1
10Y Employee Change—
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.