Oak Harbor Wealth Partners, LLC
● SEC registered since 2021CRD 311528SEC# 801-122270Raleigh, NC
Reg. AUM
$729.9M
Employees
8
Accounts
1,592
Location
Raleigh, NC
Oak Harbor Wealth Partners, LLC assets under management
Oak Harbor Wealth Partners, LLC is an SEC-registered investment adviser based in Raleigh, NC. The firm has been registered since 2021. It reports $729.9 million in regulatory assets under management and employs 8 people.
Oak Harbor Wealth Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chris Brattain Harrell Control | Manager | 50-75% | 2021 |
| Paul Boddie Elam Control | Chief Compliance Officer, Manager | 50-75% | 2021 |
Frequently asked questions
How much does Oak Harbor Wealth Partners, LLC manage?
Oak Harbor Wealth Partners, LLC reports $729.9 million in regulatory assets under management on its Form ADV.
How many employees does Oak Harbor Wealth Partners, LLC have?
Oak Harbor Wealth Partners, LLC reports 8 employees.
Where is Oak Harbor Wealth Partners, LLC located?
Oak Harbor Wealth Partners, LLC is based in Raleigh, NC and has been SEC-registered since 2021.
Does Oak Harbor Wealth Partners, LLC disclose fund performance?
Oak Harbor Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3101 Glenwood Avenue, Suite 102, Raleigh, NC 27612 |
| Phone | 919-800-0705 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$729.9M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$729.9Mregulatory AUM
Discretionary $464.6MNon-discretionary $265.4M