Overview
Assets Under Management: $623 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 81
Average Client Assets: $2 million
Frequently Asked Questions
OAK HARBOR WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311528), OAK HARBOR WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
OAK HARBOR WEALTH PARTNERS, LLC is headquartered in RALEIGH, NC.
OAK HARBOR WEALTH PARTNERS, LLC serves 81 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, OAK HARBOR WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
OAK HARBOR WEALTH PARTNERS, LLC manages $623 million in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, OAK HARBOR WEALTH PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.91
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,480
Discretionary Accounts: 1,366
Non-Discretionary Accounts: 114
Regulatory Filings
CRD Number: 311528
Filing ID: 1961269
Last Filing Date: 2025-03-27 15:35:00
Website: https://oh-wp.com