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Building 2WHITE OAK WEALTH PARTNERS

Map pinRALEIGH, NC
Phone919-858-6490
NotebookSEC #801-135911
Total AUM
$110.5M
Employees
2
Clients
78

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1618 GLENWOOD AVE
RALEIGH
NC 27608
United States
Operating Hours
8-5
Monday - Friday
Phone
919-858-6490

ReceiptFinancials

Total AUM
$110.5M
Accounts
216
Discretionary
$110.5M
Accounts
216
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
46
AUM
$13.9M
HNW Individual Clients
27
AUM
$83.4M
Corporation or Business Clients
5
AUM
$13.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTX

HandshakeAffiliates

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

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