WHITE OAK WEALTH PARTNERS

WHITE OAK WEALTH PARTNERS of RALEIGH, NC is an SEC-registered investment adviser (CRD 317324). Regulatory assets under management: $110.5M.

Registration

• CRD: 317324
• SEC file number: 801-135911
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317324 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search