FIRST OAK WEALTH MANAGEMENT, LLC

9131 Anson Way
Suite 200
Raleigh, North Carolina 27615
Tel: 919-421-1555

About FIRST OAK WEALTH MANAGEMENT, LLC

FIRST OAK WEALTH MANAGEMENT, LLC, formally registered with the SEC as FIRST OAK WEALTH MANAGEMENT, LLC. The firm was established in 04/27/2018. They have over 2 offices throughout the country.

FIRST OAK WEALTH MANAGEMENT, LLC is a Raleigh, North Carolina based Financial Planning firm with nearly $252,846,315 assets under management, offering retirement planning & investment advisory services to 609 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288316
SEC#	801-113049
Assets Managed by Firm	$252,846,315
No. of Clients	609
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	609	$252,846,315
Individuals (other than high net worth individuals)	125	$54,607,004
High net worth individuals	54	$113,500,079
Pension and profit sharing plans	Fewer than 5 clients	$1,093,000
Charitable organizations	Fewer than 5 clients	$7,854,588
Corporations or other businesses	9	$75,791,644

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