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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| THOMSEN, RYAN, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| ABOLINS, AIRIS, ALEXANDER | I | MANAGING MEMBER | B | Control |
| ABOLINS, AIRIS, ALEXANDER | I | MANAGING MEMBER | B | Control |
| ABOLINS, AIRIS, ALEXANDER | I | MANAGING MEMBER | B | Control |
| ABOLINS, AIRIS, ALEXANDER | I | MANAGING MEMBER | B | Control |
| ABOLINS, AIRIS, ALEXANDER | I | MANAGING MEMBER | B | Control |
| ABOLINS, AIRIS, ALEXANDER | I | MANAGING MEMBER | B | Control |
| ABOLINS, AIRIS, ALEXANDER | I | MANAGING MEMBER | B | Control |
| ABOLINS, AIRIS, ALEXANDER | I | MANAGING MEMBER | B | Control |
| ABOLINS, AIRIS, ALEXANDER | I | MANAGING MEMBER | B | Control |
| ABOLINS, AIRIS, ALEXANDER | I | MANAGING MEMBER | B | Control |
| ABOLINS, AIRIS, ALEXANDER | I | MANAGING MEMBER | B | Control |
| ABOLINS, AIRIS, ALEXANDER | I | MANAGING MEMBER | B | Control |
| ABOLINS, AIRIS, ALEXANDER | I | MANAGING MEMBER | B | Control |
| ABOLINS, AIRIS, ALEXANDER | I | MANAGING MEMBER | B | Control |
| ABOLINS, AIRIS, ALEXANDER | I | MANAGING MEMBER | B | Control |
| ABOLINS, AIRIS, ALEXANDER | I | MANAGING MEMBER | B | Control |
| ABOLINS, AIRIS, ALEXANDER | I | MANAGING MEMBER | B | Control |
| ABOLINS, AIRIS, ALEXANDER | I | MANAGING MEMBER | B | Control |
| ABOLINS, AIRIS, ALEXANDER | I | MEMBER | B | Control |
| ABOLINS, AIRIS, ALEXANDER | I | MEMBER | B | Control |
| ABOLINS, AIRIS, ALEXANDER | I | MANAGING MEMBER | B | Control |
Registrations
Federal
IA
Nov 18, 2025 REGISTERED
Notice Filings (4)
CA CO NC SC
Address
9131 ANSON WAYSUITE 200
RALEIGH, NC 27615
United States
Phone: 919-421-1555