FIRST OAK WEALTH MANAGEMENT, LLC
CRD #288316 SEC #801-113049 RALEIGH, NC 919-421-1555
SEC Registered
Total AUM
$267.6M
Discretionary
$263.9M
Employees
6
Clients
11
Accounts
527
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $267.6M | $263.9M | $3.7M | 6 | 0 |
| Oct 2025 | $267.6M | $263.9M | $3.7M | 6 | 0 |
| Mar 2025 | $267.6M | $263.9M | $3.7M | 6 | 0 |
| Mar 2024 | $252.8M | $252.8M | $0 | 5 | 0 |
| Nov 2023 | $197.2M | $197.2M | $0 | 4 | 0 |
| Mar 2023 | $197.2M | $197.2M | $0 | 4 | 0 |
| Sep 2022 | $232.5M | $232.5M | $0 | 4 | 30 |
| Mar 2022 | $232.5M | $232.5M | $0 | 4 | 30 |
| Aug 2021 | $205.3M | $205.3M | $0 | 4 | 0 |
| Jun 2021 | $205.3M | $205.3M | $0 | 4 | 0 |
| Jun 2021 | $205.3M | $205.3M | $0 | 4 | 0 |
| Jun 2021 | $205.3M | $205.3M | $0 | 4 | 0 |
| May 2021 | $205.3M | $205.3M | $0 | 4 | 0 |
| Mar 2021 | $205.3M | $205.3M | $0 | 5 | 0 |
| Nov 2020 | $183.7M | $183.7M | $0 | 5 | 0 |
| Aug 2020 | $183.7M | $183.7M | $0 | 5 | 0 |
| Jun 2020 | $183.7M | $183.7M | $0 | 5 | 0 |
| Jun 2020 | $183.7M | $183.7M | $0 | 5 | 0 |
| May 2020 | $183.7M | $183.7M | $0 | 5 | 0 |
| May 2020 | $183.7M | $183.7M | $0 | 5 | 0 |
| Feb 2020 | $183.7M | $183.7M | $0 | 4 | 0 |
| Feb 2020 | $183.7M | $183.7M | $0 | 4 | 0 |
| Oct 2019 | $151.7M | $151.7M | $0 | 4 | 0 |
| Oct 2019 | $151.7M | $151.7M | $0 | 4 | 0 |
| Apr 2019 | $151.7M | $151.7M | $0 | 4 | 0 |
| Mar 2019 | $151.7M | $151.7M | $0 | 4 | 0 |
| Mar 2019 | $151.7M | $151.7M | $0 | 4 | 0 |
| Oct 2018 | $144.7M | $144.7M | $0 | 4 | 0 |
| Aug 2018 | $144.7M | $144.7M | $0 | 3 | 0 |
| Mar 2018 | $144.7M | $144.7M | $0 | 4 | 0 |
DateNov 2025
Total AUM$267.6M
Discretionary$263.9M
Non-Disc.$3.7M
Employees6
Clients0
DateOct 2025
Total AUM$267.6M
Discretionary$263.9M
Non-Disc.$3.7M
Employees6
Clients0
DateMar 2025
Total AUM$267.6M
Discretionary$263.9M
Non-Disc.$3.7M
Employees6
Clients0
DateMar 2024
Total AUM$252.8M
Discretionary$252.8M
Non-Disc.$0
Employees5
Clients0
DateNov 2023
Total AUM$197.2M
Discretionary$197.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$197.2M
Discretionary$197.2M
Non-Disc.$0
Employees4
Clients0
DateSep 2022
Total AUM$232.5M
Discretionary$232.5M
Non-Disc.$0
Employees4
Clients30
DateMar 2022
Total AUM$232.5M
Discretionary$232.5M
Non-Disc.$0
Employees4
Clients30
DateAug 2021
Total AUM$205.3M
Discretionary$205.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2021
Total AUM$205.3M
Discretionary$205.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2021
Total AUM$205.3M
Discretionary$205.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2021
Total AUM$205.3M
Discretionary$205.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2021
Total AUM$205.3M
Discretionary$205.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$205.3M
Discretionary$205.3M
Non-Disc.$0
Employees5
Clients0
DateNov 2020
Total AUM$183.7M
Discretionary$183.7M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$183.7M
Discretionary$183.7M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$183.7M
Discretionary$183.7M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$183.7M
Discretionary$183.7M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$183.7M
Discretionary$183.7M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$183.7M
Discretionary$183.7M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$183.7M
Discretionary$183.7M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$183.7M
Discretionary$183.7M
Non-Disc.$0
Employees4
Clients0
DateOct 2019
Total AUM$151.7M
Discretionary$151.7M
Non-Disc.$0
Employees4
Clients0
DateOct 2019
Total AUM$151.7M
Discretionary$151.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$151.7M
Discretionary$151.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$151.7M
Discretionary$151.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$151.7M
Discretionary$151.7M
Non-Disc.$0
Employees4
Clients0
DateOct 2018
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees4
Clients0
DateAug 2018
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees4
Clients0