What departments does Oakbridge Partners have?

Oakbridge Partners has employees across 1 departments including Finance.

What is the largest department at Oakbridge Partners?

The largest department at Oakbridge Partners is Finance with 1 employees.

Where are Oakbridge Partners employees located globally?

Oakbridge Partners has employees across 1 continents and 1 countries including United States Of America.

How has Oakbridge Partners's team size changed over time?

Oakbridge Partners's team has remained stable from approximately 2 to 2 employees based on available data.

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Oakbridge Partners Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

Oakbridge Partners operates in the financial services sector as an independent wealth management firm that follows a fee-only model. Founded in 1974 as Lesesne Capital Management, it is among Atlanta's oldest independent fee-only managers. In 2022, the firm merged with Homrich Berg and now functions as part of that organization, maintaining a fiduciary approach and a high level of personalized client service.

Based in Atlanta, Georgia, the firm is located at 3630 Peachtree Road. It maintains a small team and delivers its fiduciary, fee-only wealth management through the Homrich Berg platform, reflecting its continued emphasis on high-touch client service.

Oakbridge Partners Global Highlights

North America
4

United States Of America
4

Oakbridge Partners's Leadership

R. M.
Director
Mobile Phone
Email
B. D.
Principal
Mobile Phone
Email
J. D.
Wealth Advisor, Financial Planner
Mobile Phone
Email
S. L.
Associate
Mobile Phone
Email

Oakbridge Partners Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Oakbridge Partners

Name

Title

Contact Info

Location

Last Update

R. M.
Director
Mobile Phone
Email
United StatesGeorgia
Aug 05, 2024
B. D.
Principal
Mobile Phone
Email
Feb 24, 2023
J. D.
Wealth Advisor, Financial Planner
Mobile Phone
Email
United StatesGeorgia
Oct 23, 2025
S. L.
Associate
Mobile Phone
Email
UNITED STATES
Jun 02, 2026

Frequently Asked Questions

What is Oakbridge Partners known for?

Oakbridge Partners was founded in 1974 operates in the Financial Services industry. The company's main headquarters is located in 3630 Peachtree Road Atlanta, Georgia 30326 United States; you can contact the main corporate office by phone at

+1-404-231-****

. Explore Oakbridge Partners's company overview page for more information.

What is Oakbridge Partners's most common email format?

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

How many employees does Oakbridge Partners have currently?

Oakbridge Partners has approximately 2 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Oakbridge Partners's key employees and leadership?

As of June 2026, Oakbridge Partners's key employees include:

Director: R. M.
Principal: B. D.
Wealth Advisor, Financial Planner: J. D.
Associate: S. L.

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Oakbridge Partners Employee Directory

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