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.
View Top Employees from First Oak Wealth Management| Website | http://www.firstoak.com |
| Revenue | $3 million |
| Employees | 7 (6 on RocketReach) |
| Founded | 2017 |
| Address | 9131 Anson Way Suite 200, Raleigh, North Carolina 27615, US |
| Phone | (919) 421-1555 |
| Technologies |
JavaScript,
HTML,
PHP
+11 more
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| Industry | Financial Services, Business Services General, Business Services |
| SIC | SIC Code 874 Companies, SIC Code 87 Companies |
| NAICS | NAICS Code 56111 Companies, NAICS Code 561110 Companies, NAICS Code 561 Companies, NAICS Code 5611 Companies, NAICS Code 56 Companies |
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First Oak Wealth Management Questions
The First Oak Wealth Management annual revenue was $3 million in 2024.
6 people are employed at First Oak Wealth Management.
First Oak Wealth Management is based in Raleigh, North Carolina.
The NAICS codes for First Oak Wealth Management are [56111, 561110, 561, 5611, 56].
The SIC codes for First Oak Wealth Management are [874, 87].
Top First Oak Wealth Management Employees
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