First Oak Wealth Management

First Oak Wealth Management LLC Finance iPhoneiPadiPod touch

First Oak Wealth Management is a free Finance app for iPhone and iPad by First Oak Wealth Management LLC. Rated 5.0/5 from 4 ratings. Requires iOS 15.5.

Rating: 5.0; 4 ratings
Price: Free; on the App Store
Size: 141 MB; Age 4+
Updated: Sep 15; 2026 · v1.98.1

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Screenshots

About First Oak Wealth Management

First Oak Wealth Management Mobile phone application enables authorized First Oak clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a First Oak user that has been authorized for the phone application. If you would like to request access, please contact your First Oak primary contact.

What’s new

Version 1.98.1 · Updated September 15, 2026

• To-Do items are now named Tasks • Performance Improvements • Bug Fixes

App privacy

The developer, First Oak Wealth Management LLC, reported these privacy practices to Apple.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

Usage Data: Product Interaction

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

Identifiers: User ID
Financial Info: Other Financial Info

Used for: Analytics, App Functionality

App details

First Oak Wealth Management is a free Finance app for iPhone, iPad and iPod touch, developed by First Oak Wealth Management LLC. It is rated 5.0 out of 5 from 4 ratings on the App Store, requires iOS 15.5 or later and is 141 MB to download. It was first released on October 2, 2024 and last updated on September 15, 2026.

Category: Finance
Rating: 5.0 / 5 (4 ratings)
Price: Free
Version: 1.98.1
Size: 141 MB
Requires: iOS 15.5 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: October 2, 2024
Last updated: September 15, 2026
Developer: First Oak Wealth Management LLC

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Listing score

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Grade B

Number of ratings (4): More ratings make the average more convincing.
iPhone screenshots (3 / 10): You can add up to 10.
Languages (1): Only one language. Localizing the listing for your biggest markets can bring more installs.

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Alternatives to First Oak Wealth Management

Looking for apps like First Oak Wealth Management? Here are 6 similar apps on the App Store. The highest rated is Oakworth Wealth Management (5.0/5), and all 6 are free to download.

First Oak Wealth Management vs. alternatives
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