OAK HARBOR WEALTH PARTNERS, LLC
CRD #311528 SEC #801-122270 RALEIGH, NC 919-800-0705
SEC Registered
Total AUM
$623.1M
Discretionary
$456.7M
Employees
8
Clients
101
Accounts
1,480
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $623.1M | $456.7M | $166.4M | 8 | 0 |
| Nov 2024 | $566M | $358.3M | $207.8M | 7 | 0 |
| Mar 2024 | $566M | $358.3M | $207.8M | 7 | 0 |
| Mar 2023 | $508.2M | $300.4M | $207.8M | 7 | 0 |
| Mar 2022 | $547.8M | $304.9M | $242.9M | 7 | 0 |
| Dec 2021 | $528M | $294.3M | $233.8M | 7 | 396 |
| Oct 2021 | $0 | $0 | $0 | 7 | 0 |
| Aug 2021 | $0 | $0 | $0 | 7 | 0 |
| Aug 2021 | $0 | $0 | $0 | 7 | 0 |
DateMar 2025
Total AUM$623.1M
Discretionary$456.7M
Non-Disc.$166.4M
Employees8
Clients0
DateNov 2024
Total AUM$566M
Discretionary$358.3M
Non-Disc.$207.8M
Employees7
Clients0
DateMar 2024
Total AUM$566M
Discretionary$358.3M
Non-Disc.$207.8M
Employees7
Clients0
DateMar 2023
Total AUM$508.2M
Discretionary$300.4M
Non-Disc.$207.8M
Employees7
Clients0
DateMar 2022
Total AUM$547.8M
Discretionary$304.9M
Non-Disc.$242.9M
Employees7
Clients0
DateDec 2021
Total AUM$528M
Discretionary$294.3M
Non-Disc.$233.8M
Employees7
Clients396
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0