OAK SUMMIT WEALTH MGMT INV.

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Market position · 2024

Plans served1Rank #10264 of mapped providers

Assets under administration$2.8B0.0%Market share · rank #2639

Fees received$6,569Median $6,569/planSum across Schedule C direct + indirect

Net wins YoY+11 won · 0 lostPlan-level switch detection

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