Founded in 1974 under the name Lesesne Capital Management, Oakbridge Partners is one of Atlanta's oldest independent fee-only management firms. In 2022, Oakbridge Partners merged with Homrich Berg, another longtime Atlanta wealth management firm with similar culture, values and focus on client service. The Oakbridge Partners team is proud to continue our legacy of providing fee-only, fiduciary wealth management and high touch service to our clients as part of the Homrich Berg team. Visit our website to learn more.
| Website | https://hbwealth.com/ |
| Revenue | $1 million |
| Employees | 2 (1 on RocketReach) |
| Founded | 1974 |
| Address | 3630 Peachtree Rd, Atlanta, Georgia 30303, US |
| Phone | +1 404-231-3414 |
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| Industry | Financial Services, Finance General, Finance |
| Web Rank | 28 Million |
| Keywords | Wealth Management, Financial Planning, Investment Management, Portfolio Management, Asset Management, Estate Planning, Retirement Planning, Financial Advisory, Wealth Planning, Investment Advisory, Fee Only, Private Wealth, Family Office, Financial Services, High Net Worth, Investment Consulting, Tax Planning, Charitable Giving, Legacy Planning, Multi Family Office |
| Competitors | Campbell Morrison Wealth Management, River Hills Wealth Management (view competitors) |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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Oakbridge Partners Questions
The Oakbridge Partners annual revenue was $1 million in 2026.
1 people are employed at Oakbridge Partners.
Oakbridge Partners is based in Atlanta, Georgia.
The NAICS codes for Oakbridge Partners are [52393, 523, 5239, 52].
The SIC codes for Oakbridge Partners are [628, 62].
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