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| Happy Holidays!! thanks for using AUM13F!! |
| First Oak Wealth Management LLC
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| CRD # | 288316 |
| SEC # | 801-113049 |
| CIK # | |
| AUM | $267.6 M (2025-03-24) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 919-421-1555 |
| Address | 9131 Anson Way Raleigh, NC 27615 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 23.1 |
| (b) Individuals (high net worth individuals) | 86 | 152.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.4 |
| (h) Charitable organizations | 0 | 7.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 83.3 |
| (n) Other | 0 | 0.0 |
| Total | 527 | 267.6 |
| By Discretionary | ||
| Discretionary | 498 | 263.9 |
| Non-Discretionary | 29 | 3.7 |
| Total | 527 | 267.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 267.6 | |
| Total | 527 | 267.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cathy Pareto and Associates Inc
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|
FL | 0.3 |
|
Pacific Sun Financial Corp
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CA | 0.3 |
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PWA Financial
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PA | 0.3 |
|
Oasis Wealth Planning Advisors LLC
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|
0.3 | |
|
Oak Barrel Wealth Advisory LLC
✚
|
VA | 0.3 |
|
Nautilus Advisors LLC
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|
CA | 0.3 |
|
Dai Wealth LLC
✚
|
GA | 0.3 |
|
Pack Private Wealth LLC
✚
|
MN | 0.3 |
|
Dunbar Associates LLC
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|
CT | 0.3 |
|
Accretive Wealth Management LLC
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|
CA | 0.3 |