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WHITE OAK WEALTH PARTNERS

RALEIGH, NC · CRD 317324 · IAPD ↗ · whiteoakwealthpartners.com · 919-858-6490

$110.5MRegulatory AUM
1Advisory reps
2Employees
5Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — WHITE OAK WEALTH PARTNERS (RALEIGH, NC) is newly SEC-registered with $110.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.