First Oak Wealth Management Employee Directory

First Oak Wealth Management Global Highlights

Location

Employees

North America

4

• United States Of America
  4

First Oak Wealth Management's Leadership

• 
  K. K.

  Managing Director And Chief Compliance Officer

  Mobile Phone

  Email
• 
  C. H.

  Office Administrator

  Mobile Phone

  Email

First Oak Wealth Management Employee Metrics

• Banking
• Community & Social Services
• Other

Banking is the largest department at 67% of profiles with a known department, followed by Community & Social Services (33%).

Contact profiles from First Oak Wealth Management

• 
  K. K.

  Managing Director And Chief Compliance Officer

  Mobile Phone

  Email

  Oct 22, 2024
• 
  C. H.

  Office Administrator

  Mobile Phone

  Email

  Sep 13, 2026

• 1

Frequently Asked Questions

What are the largest departments at First Oak Wealth Management?

Banking is the largest department at 67% of profiles with a known department, followed by Community & Social Services (33%).

How many employees does First Oak Wealth Management have currently?

First Oak Wealth Management has approximately 5 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are First Oak Wealth Management's key employees and leadership?

As of October 2026, First Oak Wealth Management's key employees include:

• Managing Director And Chief Compliance Officer: K. K.
• Office Administrator: C. H.

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What is First Oak Wealth Management's most common email format?

First Oak Wealth Management employees' email format typically follows the pattern of First@firstoak.com. Trying to find reliable and up-to-date employee contact data? Find more First Oak Wealth Management email formats with LeadIQ.

What is First Oak Wealth Management known for?

First Oak Wealth Management was founded in 2017 and operates in the Financial Services industry. You can contact First Oak Wealth Management's main corporate office by phone at

+1-919-421-****

. Explore First Oak Wealth Management's company overview page for more information.