HESMER WEALTH MANAGEMENT LLC
Doing business as OAK HARBOR WEALTH PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$288,419,511
Discretionary
$250,009,127
Non-discretionary
$38,410,384
Firm details
- CRD number
- 340213
- SEC file number
- 801-135302
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.