# WHITE OAK WEALTH PARTNERS

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

## Registration

- CRD: 317324
- Type: SEC-registered investment adviser
- SEC file number: 801-135911
- Location: 1618 GLENWOOD AVE, RALEIGH, NC, 27608
- Phone: 919-858-6490
- Latest filing: 2026-03-20
- Regulatory AUM: $110.5M
- Discretionary AUM: $110.5M
- Clients: 2
- Accounts: 216

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Bradley Austin Turlington | PRESIDENT | Raleigh, NC |
| YOUNG PAULEEN M | CHIEF COMPLIANCE OFFICER | — |
| TURLINGTON BRADLEY AUSTIN | PARTNER; PRESIDENT | — |
| Claire M Young | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317324/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317324/similar
- Related entities: https://search.stillhousedata.com/firm/317324/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317324

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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.