# FIRST OAK WEALTH MANAGEMENT, LLC

FIRST OAK WEALTH MANAGEMENT, LLC of RALEIGH, NC is an SEC-registered investment adviser.

## Registration

- CRD: 288316
- Type: SEC-registered investment adviser
- SEC file number: 801-113049
- Location: 9131 ANSON WAY, SUITE 200, RALEIGH, NC, 27615
- Phone: 919-421-1555
- Latest filing: 2026-03-12
- Regulatory AUM: $316.2M
- Discretionary AUM: $316.2M
- Clients: 3
- Accounts: 442

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Ryan Paul Thomsen | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| ABOLINS AIRIS ALEXANDER | MANAGING MEMBER; MEMBER | — |
| THOMSEN RYAN PAUL | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2017-03-17 | regulatory | FOWM VIOLATED SECTION G.S. 78C-16(B) AND 78C-19(A)(2)(J) OF THE NORTH CAROLINA INVESTMENT ADVISERS ACT, AND ADMINISTRATIVE RULES 18 NCAC 06A.1707(B), .1801(A)(18) AND .1808. | Final | $25K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288316/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288316/similar
- Related entities: https://search.stillhousedata.com/firm/288316/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288316

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.