First Oak Wealth Management, LLC
First Oak Wealth Management, LLC is an SEC-registered wealth manager in Raleigh, NC with $316.2M assets under management (AUM, regulatory AUM), +18% over one year. See who owns First Oak Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288316, SEC 801-113049, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $316.2M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- Raleigh, NC
- Employees
- 3
- Clients
- 154
- CRD
- 288316
- Ownership
- ABOLINS, AIRIS, ALEXANDER; THOMSEN, RYAN, PAUL
How much AUM does First Oak Wealth Management, LLC have?
First Oak Wealth Management, LLC reported $316.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns First Oak Wealth Management, LLC?
Disclosed owners and executives of First Oak Wealth Management, LLC include ABOLINS, AIRIS, ALEXANDER, THOMSEN, RYAN, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.