SEC Form ADV

FIRST OAK WEALTH MANAGEMENT, LLC

Firm profile: First Oak Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNC

$316.2M

Assets Under Management

Employees

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Registration Details

Accession: crd-288316
Location: RALEIGH, NC
Filing Date: August 26, 2026
AUM: $316.2M
Employees: 3
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

FIRST OAK WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in RALEIGH, NC, managing approximately $316.2M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.

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