Oak Harbor Wealth Partners, LLC

Oak Harbor Wealth Partners, LLC (CRD# 311528) is a financial advisory firm headquartered in Raleigh, NC. They manage $566,030,883 in 1,397 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
3101 Glenwood Avenue, Suite 102, Raleigh, NC 27612
http://www.oakharborwealthpartners.com
By the Numbers
  • Total Assets Under Management
    566
    MILLION
  • Total Number of Accounts
    1,397
    ACCOUNTS
  • Average Account Value
    $405,176
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IN, KS, MA, MO, NC, OH, PA, SC, TN, TX, VA

Financial Advisors at Oak Harbor Wealth Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Brian Carroll, financial advisor Raleigh NC
Brian M. Carroll
CRD#: 6889059
3101 Glenwood Avenue, Suite 102, Raleigh, NC 27612

Brian Carroll (CRD# 6889059) is an Investment Advisor Representative working at Oak Harbor Wealth Partners, LLC in Raleigh, NC and has over 6 years of experience in the finance industry.

2
Paul Elam, financial advisor Raleigh NC
Paul B. Elam
CRD#: 4640119
3101 Glenwood Avenue, Suite 102, Raleigh, NC 27612

Paul Elam (CRD# 4640119) is an Investment Advisor Representative working at Oak Harbor Wealth Partners, LLC in Raleigh, NC and has over 21 years of experience in the finance industry.

3
Chris Harrell, financial advisor Raleigh NC
Chris B. Harrell
CRD#: 1080957
3101 Glenwood Avenue, Suite 102, Raleigh, NC 27612

Chris Harrell (CRD# 1080957) is an Investment Advisor Representative working at Oak Harbor Wealth Partners, LLC in Raleigh, NC and has over 41 years of experience in the finance industry.

4
William Hesmer, financial advisor Raleigh NC
William R. Hesmer
CRD#: 6166507
3101 Glenwood Avenue, Suite 102, Raleigh, NC 27612

William Hesmer (CRD# 6166507) is an Investment Advisor Representative working at Oak Harbor Wealth Partners, LLC in Raleigh, NC and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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