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Building 2WHITE OAK WEALTH PARTNERS

Map pinRALEIGH, NC
Phone919-858-6490
NotebookSEC #801-122788
Total AUM
$93.2M
Employees
2
Clients
85

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1122 OBERLIN RD
RALEIGH
NC 27605
United States
Operating Hours
8-5
Monday - Friday
Phone
919-858-6490

ReceiptFinancials

Total AUM
$93.2M
Accounts
125
Discretionary
$93.2M
Accounts
125
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
58
AUM
$9.5M
HNW Individual Clients
22
AUM
$71.5M
Pension/Profit Sharing Plan Clients
2
AUM
$3.3M
Corporation or Business Clients
3
AUM
$8.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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

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