What departments does First Oak Wealth Management have?

First Oak Wealth Management has employees across 1 departments including Administrative.

What is the largest department at First Oak Wealth Management?

The largest department at First Oak Wealth Management is Administrative with 1 employees.

Where are First Oak Wealth Management employees located globally?

First Oak Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has First Oak Wealth Management's team size changed over time?

First Oak Wealth Management's team has decreased from approximately 6 to 3 employees based on available data.

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First Oak Wealth Management Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

First Oak Wealth Management is a financial services firm that provides investment advisory services to individuals and their families. It emphasizes objective, independent wealth management strategies and works with clients to develop comprehensive financial plans while implementing dynamic, scenario-tested investment approaches to address both known and unknown future conditions.

First Oak Wealth Management Global Highlights

North America
5

United States Of America
5

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

100%

50%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from First Oak Wealth Management

Name

Title

Contact

Location

Last Update

K. K.
Managing Director And Chief Compliance Officer
Mobile Phone
Email
Oct 22, 2024
C. H.
Office Administrator
Mobile Phone
Email
May 31, 2026

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; 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 July 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 July 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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First Oak Wealth Management Employee Directory

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