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| Keyboard |
| First Oak Wealth Management LLC
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|---|---|
| CRD # | 288316 |
| SEC # | 801-113049 |
| CIK # | |
| AUM | 316.2 M (2026-03-12) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mendel Money Management Inc
✚
|
IL | 317.1 M |
|
Blue Barn Wealth LLC
✚
|
UT | 317.1 M |
|
Swisher Financial Concepts Inc
✚
|
OH | 317.0 M |
|
Duet Advisory Services LLC
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|
MI | 316.5 M |
|
Salvus Wealth Management LLC
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|
NJ | 316.5 M |
|
Wealth Analytics Partners LLC
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|
CA | 316.0 M |
|
Gibert Wealth Management LLC
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|
316.0 M | |
|
Pacifica Partners Inc
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|
316.0 M | |
|
Garrison Point Capital LLC
✚
|
CA | 315.5 M |
|
Camarda Financial Advisors LLC
✚
|
FL | 315.4 M |