First Oak Wealth Management Employee Directory

Q: What is First Oak Wealth Management known for?

First Oak Wealth Management was founded in 2017. First Oak Wealth Management operates in the Financial Services industry.

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.

Find First Oak Wealth Management employees' phone numbers or email addresses

First Oak Wealth Management Global Highlights

North America
6

United States Of America
6

First Oak Wealth Management's Leadership

R. T.
Managing Partner, Investment Advisor
Mobile Phone
Email
K. K.
Managing Director And Chief Compliance Officer
Mobile Phone
Email
A. H.
Investment Advisor
Mobile Phone
Email
C. H.
Office Administrator
Mobile Phone
Email

Contact profiles from First Oak Wealth Management

Name

Title

Contact Info

Location

Last Update

R. T.
Managing Partner, Investment Advisor
Mobile Phone
Email
United StatesNorth Carolina
Aug 12, 2025
K. K.
Managing Director And Chief Compliance Officer
Mobile Phone
Email
Oct 22, 2024
A. H.
Investment Advisor
Mobile Phone
Email
Sep 11, 2025
C. H.
Office Administrator
Mobile Phone
Email
United StatesNorth Carolina
Jul 30, 2024

Frequently Asked Questions

What is First Oak Wealth Management known for?

First Oak Wealth Management was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 9131 Anson Way, Suite 200 Raleigh, North Carolina 27615, US; you can contact the main corporate office by phone at

+1-919-421-****

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

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

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

How many employees does First Oak Wealth Management have currently?

First Oak Wealth Management has approximately 3 employees as of November 2025. These team members are located across 1 continents, including North America.

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

As of November 2025, First Oak Wealth Management's key employees include:

Managing Partner, Investment Advisor: R. T.
Managing Director And Chief Compliance Officer: K. K.
Investment Advisor: A. H.
Office Administrator: C. H.

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