First Oak Wealth Management LLC
Legal Name: FIRST OAK WEALTH MANAGEMENT, LLC
Full Contact Details
First Oak Wealth Management LLC
8341 BANDFORD WAY, SUITE 007, RALEIGH, NC
919-421-1555
Other Info
First Oak Wealth Management LLC, a North Carolina-based Limited Liability Company, is a team of 4 professionals, 3 of whom have advisory roles. The SEC has approved the firm, which was registered on April 27, 2018. The exact number of clients served by the firm remains undisclosed.
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Direct Owners
-
AIRIS ALEXANDER ABOLINS
MANAGING MEMBER owns more than 10% but less than 25%
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RYAN PAUL THOMSEN
MANAGING MEMBER, CHIEF COMPLIANCE OFFICER owns 75% or more
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