RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
North Carolina
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ELAM, JENNIFER, CLEVELANDIELECTED MANAGER, CCOE Control
ELAM, JENNIFER, CLEVELANDIELECTED MANAGER, CCOE Control
ELAM, PAUL, BODDIEICHIEF COMPLIANCE OFFICER, MANAGERC Control
ELAM, PAUL, BODDIEICHIEF COMPLIANCE OFFICER, MANAGERC Control
ELAM, PAUL, BODDIEICHIEF COMPLIANCE OFFICER, MANAGERC Control
ELAM, PAUL, BODDIEICHIEF COMPLIANCE OFFICER, MANAGERC Control
ELAM, PAUL, BODDIEICHIEF COMPLIANCE OFFICER, MANAGERC Control
ELAM, PAUL, BODDIEICHIEF COMPLIANCE OFFICER, MANAGERC Control
ELAM, PAUL, BODDIEICHIEF COMPLIANCE OFFICER, MANAGERC Control
HARRELL, CHRIS, BRATTAINIMANAGERC Control
HARRELL, CHRIS, BRATTAINIMANAGERC Control
HARRELL, CHRIS, BRATTAINIMANAGERC Control
HARRELL, CHRIS, BRATTAINIMANAGERC Control
HARRELL, CHRIS, BRATTAINIMANAGERC Control
HARRELL, CHRIS, BRATTAINIMANAGERC Control
HARRELL, CHRIS, BRATTAINIMANAGERC Control
HESMER, WILLIAM, RUSSELLIMANAGERC Control
HESMER, WILLIAM, RUSSELLIMANAGERC Control
HESMER, WILLIAM, RUSSELLIMANAGERC Control
HESMER, WILLIAM, RUSSELLIMANAGERC Control
HESMER, WILLIAM, RUSSELLIMANAGERC Control
HESMER, WILLIAM, RUSSELLIMANAGERC Control
HESMER, WILLIAM, RUSSELLIMANAGERC Control

Registrations

Federal

IA
Mar 27, 2025 REGISTERED

Notice Filings (16)

CA FL GA IN KS MA MD MO NC OH PA SC TN TX VA WA

Address

3101 GLENWOOD AVENUE
SUITE 102
RALEIGH, NC 27612
United States
Phone: 919-800-0705