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First OAK Wealth Management, LLC

Headquartered in RALEIGH, NC

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Firm Information

First OAK Wealth Management, LLC is an investment advisor based in RALEIGH, NC. They provide financial planning, portfolio management for businesses and individuals, and selection of other advisors. They have approximately $252,846,315 in regulatory assets under management, primarily serving individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations.

First OAK Wealth Management, LLC

9131 ANSON WAY

RALEIGH, NC 27615

$252.85M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

FIRST OAK WEALTH MANAGEMENT, LLC has a total of 2 branch locations across the country.
location

Parker, CO

location

RALEIGH, NC

Advisors at First OAK Wealth Management, LLC

View All 4 Advisors
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Annalynn Mates Edwards

RA

RALEIGH, NC

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Austen Robert Hawkey

CFP®, RA

RALEIGH, NC

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Unclaimed
Ryan Paul Thomsen

RA

RALEIGH, NC

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Disclosures

There are no public disclosures for First OAK Wealth Management, LLC.

Frequently Asked Questions (8)

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