FIRST OAK WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$316,173,544
Discretionary
$316,173,544
Non-discretionary
$0
Firm details
- CRD number
- 288316
- SEC file number
- 801-113049
- Main office
- RALEIGH, NC, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.