# OAK HARBOR WEALTH PARTNERS, LLC

OAK HARBOR WEALTH PARTNERS, LLC of RALEIGH, NC is an SEC-registered investment adviser.

## Registration

- CRD: 311528
- Type: SEC-registered investment adviser
- SEC file number: 801-122270
- Location: 3101 GLENWOOD AVENUE, SUITE 102, RALEIGH, NC, 27612
- Phone: 919-800-0705
- Latest filing: 2026-04-17
- Regulatory AUM: $729.9M
- Discretionary AUM: $464.6M
- Non-discretionary AUM: $265.4M
- Clients: 8
- Accounts: 1,592

## Business model

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

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| William Russell Hesmer | MANAGER | — |
| Paul Boddie Elam | CHIEF COMPLIANCE OFFICER, MANAGER | — |
| Chris Brattain Harrell | MANAGER | — |
| ELAM JENNIFER CLEVELAND | ELECTED MANAGER, CCO | — |
| ELAM PAUL BODDIE | CHIEF COMPLIANCE OFFICER, MANAGER | — |
| HARRELL CHRIS BRATTAIN | MANAGER | — |
| HESMER WILLIAM RUSSELL | MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311528/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311528/similar
- Related entities: https://search.stillhousedata.com/firm/311528/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311528

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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.