# First Oak Wealth Management

> Mobile access to client investment portfolio data for authorized users. (iPhone/iPad app by First Oak Wealth Management LLC.)

- Source: https://appshunter.io/ios/app/first-oak-wealth-management/id6504949746 (this page in markdown: same URL + `.md`)
- Developer: [First Oak Wealth Management LLC](https://appshunter.io/developer/1754415448)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 4 App Store ratings
- Age rating: 4+
- Requires: iOS 12.4 · 139 MB
- Languages: American English
- Released: 2024-10-02
- Data updated: 2026-08-04
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/first-oak-wealth-management/id6504949746/reviews.md

## What is 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.

## Key features

- Portfolio data access
- Simple interface
- Elegant design
- Client-specific access
- Financial information viewing


## Frequently asked questions about First Oak Wealth Management

### What are the requirements to use First Oak Wealth Management?

To use First Oak Wealth Management, you must be an existing First Oak client who has been authorized for the mobile application. If you wish to request access, please contact your primary contact at First Oak.

### Is First Oak Wealth Management free to use?

Yes, First Oak Wealth Management is available for free. There are no charges associated with downloading or using the application itself.

### What devices does First Oak Wealth Management support?

First Oak Wealth Management is designed for iOS devices, including iPhone, iPad, and iPod. It is not currently available for Android or other operating systems.

### How secure is First Oak Wealth Management?

While specific security features are not detailed, the app requires prior authorization for access, suggesting a focus on client data protection. It is rated for ages 4+ and is available on iOS devices.

### How often is First Oak Wealth Management updated?

The application was last updated on March 7, 2026, indicating a recent update. The latest version is 1.94, and it was initially released on October 2, 2024.

### What kind of financial data can I access with First Oak Wealth Management?

First Oak Wealth Management enables authorized clients to access their portfolio data. The interface is designed to be simple and elegant for easy viewing of this financial information.

### Can I request access to First Oak Wealth Management if I am not a client?

No, access to the First Oak Wealth Management mobile application is strictly for authorized First Oak clients. If you are a client and wish to gain access, you need to contact your primary First Oak contact.

## Version history (last 5 releases)

### 1.97 — 2026-08-01

• Performance Improvements
• Bug Fixes

### 1.96 — 2026-07-01

• Login Security Enhancements
• Performance Improvements
• Bug Fixes

### 1.94 — 2026-03-07

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.93 — 2026-01-17

• Updated vault experience
• Performance Enhancements
• Bug Fixes

### 1.92.1 — 2025-12-22

• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-04.*