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Oak Harbor Wealth Partners, LLC

● SEC registered since 2021CRD 311528SEC# 801-122270Raleigh, NC
Export (members)
Reg. AUM
$623.1M
Employees
8
Accounts
1,480
Location
Raleigh, NC

Oak Harbor Wealth Partners, LLC assets under management

Oak Harbor Wealth Partners, LLC is an SEC-registered investment adviser based in Raleigh, NC. The firm has been registered since 2021. It reports $623.1 million in regulatory assets under management and employs 8 people.
www.cordgrasscapital.comView on SEC.gov ↗

Oak Harbor Wealth Partners, LLC owners & executives

3 reported
NameTitleOwnershipSince
Chris Brattain Harrell ControlManager25-50%2021
Paul Boddie Elam ControlChief Compliance Officer, Manager25-50%2021
William Russell Hesmer ControlManager25-50%2021

Frequently asked questions

How much does Oak Harbor Wealth Partners, LLC manage?

Oak Harbor Wealth Partners, LLC reports $623.1 million in regulatory assets under management on its Form ADV.

How many employees does Oak Harbor Wealth Partners, LLC have?

Oak Harbor Wealth Partners, LLC reports 8 employees.

Where is Oak Harbor Wealth Partners, LLC located?

Oak Harbor Wealth Partners, LLC is based in Raleigh, NC and has been SEC-registered since 2021.

Does Oak Harbor Wealth Partners, LLC disclose fund performance?

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

Contact & registration

Address3101 Glenwood Avenue, Suite 102, Raleigh, NC 27612
Phone919-800-0705
Office hours9:00a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$456.7M
Non-discretionary$166.4M
Total (RAUM)$623.1M