FIRST OAK WEALTH MANAGEMENT, LLC

RALEIGH, North Carolina·2 registered advisors·CRD# 288316
SEC# 801-1130491919-421-1555
01

Firm Overview

AUM
$253M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at FIRST OAK WEALTH MANAGEMENT, LLC

2 registered advisors
Airis Alexander Abolins
RALEIGH, North Carolina
Ryan Paul Thomsen
RALEIGH, North Carolina
05

Office Locations

RALEIGH, North Carolina
2 advisors

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Data sourced from SEC Form ADV filings. FIRST OAK WEALTH MANAGEMENT, LLC (CRD# 288316) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.