Idaho Falls, ID Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Oak Lane Advisors
Team
Firm-wide stats for Oak Lane Advisors
About
Oak Lane Advisors (Wealth Navigation, LLC) manages approximately $446 million for individuals (including high‑net‑worth clients), trusts, estates, corporations and nonprofit entities, operating with an eight‑advisor team and serving roughly 898 clients. The firm offers discretionary asset management, comprehensive financial and wealth planning, separately managed accounts, and access to alternative investments.
Oak Lane typically implements diversified, asset‑allocation portfolios using mutual funds, ETFs and individual securities, monitors and rebalances portfolios on a discretionary basis, and may recommend third‑party money managers for specific active strategies. For qualified or accredited clients the firm also offers non‑public alternatives and private equity opportunities and may incorporate sponsor‑sourced real estate investments into tailored plans.
Noteworthy features include the firm’s role as a fund sponsor/syndicator through 317 Capital, a real‑estate development vehicle in which related ownership interests exist and which has been used for allocations of client capital and participation in carried‑profit arrangements. The firm also maintains an affiliated insurance group whose representatives may receive commissions (some associated persons devote substantial time to those activities), and discloses arbitration claims involving the firm and several advisors in 2023–2025 that were dismissed with prejudice, with policies in place to manage related conflicts.
Based on Oak Lane Advisors
Expertise
Based on Oak Lane Advisors
Location
3350 S. 15th E.
Idaho Falls ID 83406
Advisors at this office
3
Advisors at this office
Nathan R
CFP®
Idaho Falls, ID
Oak Lane Advisors
Nathan Riggs is a CFP® professional with one year of experience in financial advising, currently with Oak Lane Advisors. He has previously worked at Cooper Norman and operates his own CPA firm, Nathan Riggs, CPA, PLLC, where he provides accounting and tax services. He is also involved with Edge Financial Group, LLC, focusing on accounting, bookkeeping, and tax return services. Oak Lane Advisors is a team advisory firm managing approximately $367 million for around 764 clients, including individuals, trusts, estates, nonprofits, and business entities. The firm emphasizes diversified, asset-allocation driven portfolios and offers discretionary portfolio management, comprehensive financial planning, and access to separately managed accounts.
Porter C
CFP®
Idaho Falls, ID
Oak Lane Advisors
Porter Clayton is a CFP® professional with two years of industry experience, currently serving at Oak Lane Advisors in Idaho Falls, ID. His prior work includes roles at Wealth Navigation, LLC, Edge Financial Group LLC, Edge Financial Advisors LLC, Advanced Profit Analysis PA, Cooper Norman, and the Tampa Bay Rays. Outside of advising, he is a partner in a restaurant business, Smitty's Pancake & Stake House. Oak Lane Advisors is a team-based firm managing approximately $367 million for around 764 clients. The firm serves individuals, trusts, estates, nonprofits, and business entities, offering discretionary portfolio management, comprehensive financial planning, and access to separately managed accounts with a focus on diversified, asset-allocation driven portfolios.
Tyson M
Series 65
Idaho Falls, ID
Oak Lane Advisors
Tyson McDonald is a financial advisor with Oak Lane Advisors and holds a Series 65 credential. He has two years of industry experience, including roles at Wealth Navigation, LLC and Edge Financial Group, LLC. In addition to his advisory work, he provides accounting, bookkeeping, and tax preparation services through Edge Financial Group. Oak Lane Advisors manages approximately $446 million for a diverse client base, including individuals, trusts, and nonprofit entities. The firm offers discretionary asset management, comprehensive financial planning, and access to alternative investments, employing diversified portfolios with mutual funds, ETFs, and individual securities.
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