First Oak Wealth Management, LLC

First Oak Wealth Management, LLC (CRD# 288316) is a financial advisory firm headquartered in Raleigh, NC. They manage $252,846,315 in 609 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    253
    MILLION
  • Total Number of Accounts
    609
    ACCOUNTS
  • Average Account Value
    $415,183
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NC, SC

Financial Advisors at First Oak Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ryan Thomsen
CRD#: 5438732
9131 Anson Way, Suite 200, Raleigh, NC 27615

Ryan Thomsen (CRD# 5438732) is an Investment Advisor Representative working at First Oak Wealth Management, LLC in Raleigh, NC, working previously at Fidelity Investments and Edward Jones.

 

2
Grace M. Kelly
CRD#: 6456173
9131 Anson Way, Suite 200, Raleigh, NC 27615

Grace Kelly (CRD# 6456173) is an Investment Advisor Representative working at First Oak Wealth Management, LLC in Raleigh, NC and has over 8 years of experience in the finance industry.

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