First Oak Wealth Management, LLC
● SEC registered since 2018CRD 288316SEC# 801-113049Raleigh, NC
Reg. AUM
$316.2M
Employees
3
Accounts
442
Location
Raleigh, NC
First Oak Wealth Management, LLC assets under management
First Oak Wealth Management, LLC is an SEC-registered investment adviser based in Raleigh, NC. The firm has been registered since 2018. It reports $316.2 million in regulatory assets under management and employs 3 people.
First Oak Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ryan Paul Thomsen Control | Managing Member, Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does First Oak Wealth Management, LLC manage?
First Oak Wealth Management, LLC reports $316.2 million in regulatory assets under management on its Form ADV.
How many employees does First Oak Wealth Management, LLC have?
First Oak Wealth Management, LLC reports 3 employees.
Where is First Oak Wealth Management, LLC located?
First Oak Wealth Management, LLC is based in Raleigh, NC and has been SEC-registered since 2018.
Does First Oak Wealth Management, LLC disclose fund performance?
First Oak Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9131 Anson Way, Suite 200, Raleigh, NC 27615 |
| Phone | 919-421-1555 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$316.2M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$316.2Mregulatory AUM
Discretionary $316.2M