OAK HARBOR WEALTH PARTNERS, LLC

3101 Glenwood Avenue
Suite 102
Raleigh, North Carolina 27612
Tel: 919-800-0705

About OAK HARBOR WEALTH PARTNERS, LLC

OAK HARBOR WEALTH PARTNERS, LLC, formally registered with the SEC as OAK HARBOR WEALTH PARTNERS, LLC. The firm was established in 09/03/2021. They have over 1 offices throughout the country.

OAK HARBOR WEALTH PARTNERS, LLC is a Raleigh, North Carolina based Financial Planning firm with nearly $566,030,883 assets under management, offering retirement planning & investment advisory services to 1397 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311528
SEC#	801-122270
Assets Managed by Firm	$566,030,883
No. of Clients	1397
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1397	$566,030,883
Individuals (other than high net worth individuals)	295	$85,900,608
High net worth individuals	105	$258,012,943
Charitable organizations	15	$219,752,717
Corporations or other businesses	5	$2,364,615

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