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First Oak Wealth Management

Also known as first oak wealth

Wealth ManagerRaleigh, United StatesFounded 2017
Raleigh
Headquarters
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Investment Focus

About First Oak Wealth Management

First Oak Wealth Management is a wealth manager based in Raleigh, US. Founded in 2017.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to First Oak Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$316.2M
Total Clients
442
Filing Date
March 12, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to First Oak Wealth Management across SEC, IRS, DOL and international registers — newest first.

FORM ADV
FIRST OAK WEALTH MANAGEMENT, LLC
Mar 12, 2026
$316.2M

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is First Oak Wealth Management?

First Oak Wealth Management is a wealth manager based in Raleigh, United States.

Where is First Oak Wealth Management headquartered?

First Oak Wealth Management is headquartered in Raleigh, United States.

When was First Oak Wealth Management founded?

First Oak Wealth Management was founded in 2017.

How can I contact First Oak Wealth Management?

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