PPrivate Fund Data Log in Join · $37/mo

First Oak Wealth Management, LLC

● SEC registered since 2018CRD 288316SEC# 801-113049Raleigh, NC
Export (members)
Reg. AUM
$267.6M
Employees
6
Accounts
527
Location
Raleigh, NC

First Oak Wealth Management, LLC assets under management

First Oak Wealth Management, LLC is an SEC-registered investment adviser based in Raleigh, NC. The firm has been registered since 2018. It reports $267.6 million in regulatory assets under management and employs 6 people.
www.facebook.com/firstoakView on SEC.gov ↗

First Oak Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Ryan Paul Thomsen ControlManaging Member, Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does First Oak Wealth Management, LLC manage?

First Oak Wealth Management, LLC reports $267.6 million in regulatory assets under management on its Form ADV.

How many employees does First Oak Wealth Management, LLC have?

First Oak Wealth Management, LLC reports 6 employees.

Where is First Oak Wealth Management, LLC located?

First Oak Wealth Management, LLC is based in Raleigh, NC and has been SEC-registered since 2018.

Does First Oak Wealth Management, LLC disclose fund performance?

First Oak Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9131 Anson Way, Suite 200, Raleigh, NC 27615
Phone919-421-1555
Office hours9:00a.m.-5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$263.9M
Non-discretionary$3.7M
Total (RAUM)$267.6M