Oakwood Capital Management Overview

  • Year Founded
  • 1998

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 14

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Oakwood Capital Management General Information

Description

Provider of wealth management services to high-net-worth professionals, retirees and younger tech-savvy clients. The company offers wealth management, investment management, asset management and financial planning services to its clients.

Contact Information

Website
www.oakwoodcap.com
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Corporate Office
  • 12121 Wilshire Boulevard
  • Suite 1250
  • Los Angeles, CA 90025
  • United States
+1 (310)
Primary Industry
Asset Management
Other Industries
Other Financial Services
Accounting, Audit and Tax Services (B2C)
Acquirer
Wealth Enhancement Group
Corporate Office
  • 12121 Wilshire Boulevard
  • Suite 1250
  • Los Angeles, CA 90025
  • United States
+1 (310)

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Oakwood Capital Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Oakwood Capital Management Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of wealth management services to high-net-worth professionals, retirees and younger tech-savvy clients. The com
Asset Management
Los Angeles, CA
14 As of 2021

Atlanta, GA
 

Foster City, CA
 
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Oakwood Capital Management Competitors (10)

One of Oakwood Capital Management’s 10 competitors is Homrich Berg, a Private Equity-Backed company based in Atlanta, GA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Homrich Berg Private Equity-Backed Atlanta, GA
Bailard Corporation Foster City, CA
HEYMAN WEALTH MANAGEMENT Corporation Los Angeles, CA
EP Wealth Advisors Private Equity-Backed Torrance, CA
Creative Planning Private Equity-Backed Overland Park, KS
You’re viewing 5 of 10 competitors. Get the full list »

Oakwood Capital Management Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Oakwood Capital Management FAQs

  • When was Oakwood Capital Management founded?

    Oakwood Capital Management was founded in 1998.

  • Where is Oakwood Capital Management headquartered?

    Oakwood Capital Management is headquartered in Los Angeles, CA.

  • What is the size of Oakwood Capital Management?

    Oakwood Capital Management has 14 total employees.

  • What industry is Oakwood Capital Management in?

    Oakwood Capital Management’s primary industry is Asset Management.

  • Is Oakwood Capital Management a private or public company?

    Oakwood Capital Management is a Private company.

  • What is Oakwood Capital Management’s current revenue?

    The current revenue for Oakwood Capital Management is .

  • Who are Oakwood Capital Management’s competitors?

    Homrich Berg, Bailard, HEYMAN WEALTH MANAGEMENT, EP Wealth Advisors, and Creative Planning are some of the 10 competitors of Oakwood Capital Management.

  • When was Oakwood Capital Management acquired?

    Oakwood Capital Management was acquired on 30-Jun-2021.

  • Who acquired Oakwood Capital Management?

    Oakwood Capital Management was acquired by Wealth Enhancement Group.

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