Oak Tree Winery

What Oak Tree Winery does

Oak Tree Winery is a family-owned, small-batch winery founded in 2016 by Michael and Abbie LeComte, based in Windsor, California, in the heart of Sonoma County. The winery produces handcrafted, single-vineyard premium wines from grapes sourced primarily from Monson Family Vineyards in Alexander Valley and from vineyards in Russian River Valley, Sonoma Coast, Carneros, Lake County, and Mendocino County. Its portfolio spans ten wines across reds (Cabernet Sauvignon, Merlot, Red Blend, Pinot Noir), whites (Sauvignon Blanc, Chardonnay, Viognier, Vermentino), rosé, and sparkling (Brut Cuvée). Winemaking is led by Niklas Zorn (Diplom Ingenieur, University of Geisenheim), using minimal-intervention techniques such as neutral oak aging, stainless steel fermentation, and selective new French oak programs.

The company operates a direct-to-consumer business model combining three distribution layers: (1) a shared Tasting Lounge inside Tasting Notes - Wine Lounge Collective in Downtown Windsor (open Thursday-Sunday with a Thu/Fri Happy Hour), (2) DTC e-commerce via Vinoshipper shipping to 40 states, and (3) a multi-tier subscription wine club (Pour Decisions 2-bottle monthly; Twice-a-Year T3/T6/T12; Quarterly Q3/Q6) offering 15-30% member discounts. Ancillary revenue includes guided wine tastings, branded merchandise, customizable gift baskets ($110-$213), Wine Barrel Home Décor made from recycled Sonoma barrels, and a seasonal Halloween gift product (Boozed Grams).

The brand has earned third-party validation including a Double Gold Medal at the 2024 San Francisco Chronicle Wine Competition for the 2019 Cabernet Sauvignon. Recent strategic moves include product line expansions across 2024-2025, a Wine Barrel Home Décor launch, Boozed Grams, and an announced European Wine River Cruise 2027 partnership with J.Cage Cellars and AmaWaterways. The company is bootstrapped, with no institutional funding, M&A, or restructuring activity disclosed.

Name

Oak Tree Winery

Legal name

Oak Tree Winery LLC

Website

https://oaktreewinery.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Oak Tree Winery is a family-owned, small-batch winery in Windsor, California, producing single-vineyard handcrafted wines from Sonoma County vineyards and selling direct-to-consumer through a shared tasting room, e-commerce shipping to 40 states, and a multi-tier wine club subscription.

Ownership category

akta.pro rank

Product category

Winery / Premium Wine Production

NAICS

Wineries (312130), Beer, Wine, and Liquor Retailers (44532)

SIC

Wholesale-Beer, Wine & Distilled Alcoholic Beverages (5180)

akta.pro primary industry

Wine Production & Winemaking (AFAFAAAB)

akta.pro secondary industries

Wineries & Vineyards (Tasting Rooms) (THAFALAE), Alcohol Subscription & Wine Clubs (Retail) (CRANABAF), Wine Bars (THAFAEAF)

Keywords

• Small-batch winemaking
• Wine tasting room
• Wine club subscriptions
• Single vineyard wines
• Gift basket retail

Headquarters

HQ city

Windsor

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Hardware or Manufacturing

Revenue model

1. Direct Wine Sales: Direct-to-consumer wine sales through online ordering (ships to 40 states) and in-person at the Tasting Lounge. Includes varietals: Cabernet Sauvignon, Merlot, Red Blend, Pinot Noir, Sauvignon Blanc, Viognier, Rosé of Pinot Noir, Sparkling Brut, Chardonnay, Vermentino.
2. Wine Club Subscriptions: Recurring wine club memberships with multiple tiers offering 2-12 bottles delivered monthly or quarterly. Members receive 15-30% discounts on all purchases including online orders and tasting room purchases.
3. Gift Baskets & Boxes: Pre-packaged and customizable gift baskets featuring Oak Tree wines plus local artisan products (chocolates, coffee, candles, soaps). Pricing ranges $110-$213. Local pickup, delivery within Windsor, or shipping available.
4. Merchandise: Branded merchandise including T-shirts ($25), hats ($25), wine tumblers ($20-$30), wine glasses ($15), candles ($25), corkscrews ($10), mugs ($10), wooden wine boxes ($30-$60).
5. Wine Tastings: Paid wine tasting experiences at the Tasting Lounge with guided tastings of handcrafted wines. Happy Hour offers $10 glasses, 15% off bottles, $5 off Charcuterie on Thu/Fri afternoons.
6. Boozed Grams: Seasonal Halloween-themed gift product combining Oak Tree wines with Halloween gift packaging. Available for in-person pickup at Tasting Notes or shipping to recipients.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

Oak Tree Winery produces and sells small-batch, handcrafted, single-vineyard wines sourced from premier family-owned vineyards in Alexander Valley and Russian River Valley, Sonoma County, California. The winery operates a Tasting Lounge inside Tasting Notes - Wine Lounge Collective in Downtown Windsor, offers a tiered wine club subscription program, sells wine online with shipping to 40 states, and distributes gift baskets, branded merchandise, and themed seasonal gifts.

Product overview

Oak Tree Winery is a small, family-owned winery in Windsor, California producing single vineyard, small-batch, handcrafted premium wines sourced from Alexander Valley and Russian River Valley. Their core product portfolio includes ten distinct wines (Sparkling Wine, Sauvignon Blanc, Chardonnay, Viognier, Rosé of Pinot Noir, Pinot Noir, Merlot, Red Blend, Cabernet Sauvignon, and Vermentino). The winery complements its wine offerings with merchandise (apparel, drinkware, barrel décor), subscription wine club memberships, wine tasting experiences, and gift services (custom baskets, Boozed Grams). They also offer experiential products including wine events and the 2027 European Wine River Cruise partnership. All wines are available for online ordering with shipping to 40 states.

Differentiator

Problem solved

Functional benefit

Products and services

• Sparkling Wine - Brut Cuvée 2020 Sparkling wine from Carneros, Sonoma County composed of 85% Pinot Noir and 15% Chardonnay, stainless steel fermented and aged 8 months in neutral barrels. Sold to individual wine consumers.
• Sauvignon Blanc 2024 White wine from Oak Ranch, Lake County, aged 8 months in stainless steel and finished in oak barrels. Sold to individual wine consumers.
• Chardonnay 2024 White wine from Johnson Family Vineyard, Mendocino County, aged 9 months in half oak barrels and half stainless steel with 10% whole berries during aging. Sold to individual wine consumers.

Quantifiable outcome

• Double Gold winner at 2024 San Francisco Chronicle Wine Competition

Named customers1 record

Segments2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Six partnerships are on record, tiered core and minor.

• J.Cage CellarscoreStrategic or Co-development Partner · 2 August 2027Co-hosting a European Wine River Cruise August 2, 2027 along the Danube with AmaWaterways. Collaboration between two small, family-owned Sonoma County wineries to offer curated tastings, winemaker events, and exclusive experiences across Hungary, Croatia, Serbia, Bulgaria, and Romania.
• Windsor Chamber of CommerceminorGTM or Marketing PartnerProud member of Windsor Chamber of Commerce, supporting local business community in Windsor, California.
• WineRoadminorGTM or Marketing PartnerMember of WineRoad, a Sonoma County wine tourism organization promoting wineries in the region.
• Tasting Notes - Wine Lounge CollectivecoreChannel Partner/ Reseller/ DistributorShared tasting room venue where Oak Tree Winery operates its Tasting Lounge in Downtown Windsor, CA. Oak Tree Winery's wines are available for tasting and purchase at this location.
• AmaWaterwayscoreStrategic or Co-development PartnerRiver cruise operator hosting the Gems of Southeast Europe wine cruise August 2-9, 2027. Oak Tree Winery co-hosts this 8-day/7-night voyage along the Danube with J.Cage Cellars, featuring curated wine tastings and winemaker events.
• Lisa Phillippi (Travel Agent)minorChannel Partner/ Reseller/ DistributorTravel agent managing all cruise bookings for the European Wine River Cruise 2027, coordinating group reservations and exclusive offers for AmaWaterways.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Canvasback Winery: Small-batch Cabernet-focused winery with Sonoma/Mount Veeder sourcing and a DTC-driven model. Comparable premium Cabernet positioning, limited production scale, and direct-to-consumer emphasis aligned with Oak Tree's flagship Cabernet program.
• St. Francis Winery & Vineyards: Sonoma County winery producing premium Cabernet, Merlot, Chardonnay, and other varietals from estate and single-vineyard sources. Similar varietal mix and DTC/tasting room focus at a slightly larger scale than Oak Tree.
• Carol Shelton Wines: Small Sonoma County winery producing handcrafted, single-vineyard wines with a DTC focus. Comparable small-batch winemaking philosophy, varietal portfolio (including Pinot Noir, Zinfandel, Rhône-style wines), and tasting room model.
• J.Cage Cellars: Small family-owned Sonoma County winery with a DTC and tasting room model similar to Oak Tree. J.Cage Cellars is Oak Tree's direct co-host partner on the 2027 European Wine River Cruise, making it the closest operational and scale comparable.
• Pedroncelli Winery: Multi-generational family-owned Sonoma County winery with a similar small-batch, single-vineyard approach and DTC focus. Comparable in philosophy, premium Dry Creek Valley/Russian River sourcing, and direct sales orientation.
• Truett-Hurst Winery: Small Sonoma County winery with a DTC and wine club focus, producing premium varietals from Sonoma appellations. Comparable in scale, business model, and reliance on DTC plus tasting room traffic.
• Benziger Family Winery: Sonoma County winery known for estate-grown, biodynamic, single-vineyard wines with a strong DTC and tasting experience focus. Comparable in Sonoma terroir narrative, sustainability positioning, and DTC-led go-to-market.
• Gundlach Bundschu Winery: California's oldest family-owned winery, based in Sonoma County, producing estate wines with a tasting room and DTC model. Comparable Sonoma heritage positioning and direct-to-consumer emphasis, at a larger and more established scale.

Broad incumbents

• Gloria Ferrer Caves & Vineyards: Sonoma/Carneros-based sparkling wine specialist with a tasting room and DTC operation. Directly comparable Carneros sparkling wine product (Oak Tree's Brut Cuvée), but at significantly larger scale and broader distribution.
• Korbel Champagne Cellars: Long-established Sonoma County sparkling and still wine producer with broad distribution and a tasting room. Comparable Sonoma presence and varietal overlap (notably sparkling), but at materially larger scale and broader market reach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/oaktreewinery
• Facebookfacebook.com/oaktreewinery
• LinkedInlinkedin.com/company/oak-tree-winery

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Oak Tree Winery