Insights

Gathering insights about First Oak Wealth Management…

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First Oak Wealth Management Tech Stack

First Oak Wealth Management uses 8 technology products and services including Open Graph, WordPress, RSS, and more. Explore First Oak Wealth Management's tech stack below.

Open Graph
Content Management System
WordPress
Content Management System
RSS
Content Management System
MySQL
Database
Microsoft 365
Email
JSON-LD
Javascript Frameworks
Google Tag Manager
Tag Management
Magnific Popup
Web Tools And Plugins

Media & News

First Oak Wealth Management's Email Address Formats

First Oak Wealth Management uses at least 1 format(s):

First Oak Wealth Management Email Formats	Example	Percentage
First@firstoak.com	John@firstoak.com	43%
FLast@firstoak.com	JDoe@firstoak.com	7%
First.Last@firstoak.com	John.Doe@firstoak.com	7%
First@firstoak.com	John@firstoak.com	43%

Frequently Asked Questions

Where is First Oak Wealth Management's headquarters located?

First Oak Wealth Management's main headquarters is located at 9131 Anson Way, Suite 200 Raleigh, North Carolina 27615, US. The company has employees across 1 continents, including North America.

What is First Oak Wealth Management's phone number?

You can contact First Oak Wealth Management's main corporate office by phone at

+1-919-421-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is First Oak Wealth Management's official website and social media links?

First Oak Wealth Management's official website is firstoak.com and has social profiles on LinkedIn.

What is First Oak Wealth Management's SIC code NAICS code?

First Oak Wealth Management's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does First Oak Wealth Management have currently?

As of November 2025, First Oak Wealth Management has approximately 3 employees across 1 continents, including North America. Key team members include Managing Partner, Investment Advisor: R. T.Managing Director And Chief Compliance Officer: K. K.Investment Advisor: A. H.. Explore First Oak Wealth Management's employee directory with LeadIQ.

What industry does First Oak Wealth Management belong to?

First Oak Wealth Management operates in the Financial Services industry.

What technology does First Oak Wealth Management use?

First Oak Wealth Management's tech stack includes Open GraphWordPressRSSMySQLMicrosoft 365JSON-LDGoogle Tag ManagerMagnific Popup.

What is First Oak Wealth Management's email format?

First Oak Wealth Management's email format typically follows the pattern of First@firstoak.com. Find more First Oak Wealth Management email formats with LeadIQ.

When was First Oak Wealth Management founded?

First Oak Wealth Management was founded in 2017.

First Oak Wealth Management

Q: How many employees does First Oak Wealth Management have currently?

First Oak Wealth Management has approximately 3 employees.

Financial ServicesUnited States2-10 Employees

First Oak Wealth Management is an Investment Advisory firm serving individuals and their families.

Our focus is objective, independent wealth management strategies to help you achieve and maintain the financial future you envision.

As fiduciaries, we partner with clients to create in-depth financial plans and implement dynamic, scenario-tested investment strategies to navigate the knowns and unknowns ahead.