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Building 2FIRST OAK WEALTH MANAGEMENT, LLC

Map pinRALEIGH, NC
Phone919-421-1555
NotebookSEC #801-113049
Total AUM
$316.2M
Employees
3
Clients
156

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9131 ANSON WAY
SUITE 200
RALEIGH
NC 27615
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
919-421-1555

ReceiptFinancials

Total AUM
$316.2M
Accounts
442
Discretionary
$316.2M
Accounts
442
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
69
AUM
$21.6M
HNW Individual Clients
80
AUM
$182.6M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M
Charitable Organization Clients
1
AUM
$8.7M
Corporation or Business Clients
5
AUM
$102.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CANC

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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