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Building 2OAK HARBOR WEALTH PARTNERS, LLC

Map pinRALEIGH, NC
Phone919-800-0705
NotebookSEC #801-122270
Total AUM
$729.9M
Employees
8
Clients
448

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3101 GLENWOOD AVENUE
SUITE 102
RALEIGH
NC 27612
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
919-800-0705

ReceiptFinancials

Total AUM
$729.9M
Accounts
1,592
Discretionary
$464.6M
Accounts
1,527
Non-Discretionary
$265.4M
Accounts
65

ContactClients

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Individual Clients
294
AUM
$100.1M
HNW Individual Clients
131
AUM
$340.2M
Charitable Organization Clients
11
AUM
$272.9M
Corporation or Business Clients
12
AUM
$16.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILINNCNYOHSCTXVA

HandshakeAffiliates

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

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