|
⚲
|
| First Oak Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 288316 |
| SEC # | 801-113049 |
| CIK # | |
| AUM | $316.2 M (2026-03-12) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 919-421-1555 |
| Address | 9131 Anson Way Raleigh, NC 27615 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 21.6 |
| (b) Individuals (high net worth individuals) | 80 | 182.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.1 |
| (h) Charitable organizations | 0 | 8.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 102.2 |
| (n) Other | 0 | 0.0 |
| Total | 442 | 316.2 |
| By Discretionary | ||
| Discretionary | 442 | 316.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 442 | 316.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 316.2 | |
| Total | 442 | 316.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mendel Money Management Inc
✚
|
IL | 0.3 |
|
Blue Barn Wealth LLC
✚
|
UT | 0.3 |
|
Swisher Financial Concepts Inc
✚
|
OH | 0.3 |
|
Duet Advisory Services LLC
✚
|
MI | 0.3 |
|
Salvus Wealth Management LLC
✚
|
NJ | 0.3 |
|
Wealth Analytics Partners LLC
✚
|
CA | 0.3 |
|
Gibert Wealth Management LLC
✚
|
0.3 | |
|
Pacifica Partners Inc
✚
|
0.3 | |
|
Garrison Point Capital LLC
✚
|
CA | 0.3 |
|
Camarda Financial Advisors LLC
✚
|
FL | 0.3 |