White Oak Wealth Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$110,460,071
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
73
37% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
73
Average account size
$1,513,152
About
White Oak Wealth Partners serves individuals, high net worth clients, trusts, estates, charities, and business entities, offering financial planning, consulting, and discretionary wealth management. The firm reports approximately $110 million in discretionary assets under management and also provides advice on held-away assets such as variable life insurance and annuity contracts.
White Oak generally allocates client assets among mutual funds, ETFs, and selected independent managers, and may recommend alternative investments for eligible clients. The firm emphasizes downside risk management, stress-tests portfolios using historical and projected asset-class returns, and engages an external research/asset-allocation provider to support investment decisions.
Among peers, White Oak is notable for having certain associated persons who are licensed insurance agents and who may receive commissions or compensation from product sponsors (including some retirement and 529 plan products), a disclosed conflict the firm addresses in its brochure. It also reports a material amount of assets under advisement and uses third-party independent managers—sometimes receiving a portion of those managers’ fees—while pursuing SEC registration after exceeding the state-registration threshold.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Private / alternative investments
Charitable giving & philanthropy
Fee options
$0 - $2,500,000: 1.25% annually $2,500,001 - $7,500,000: 1.10% annually $7,500,001 - $10,000,000: 0.90% annually $10,000,001+: 0.75% annually
Certain associated persons receive commissions from insurance and investment product sales; conflicts of interest disclosed.
Main office location
White Oak Wealth Partners
1618 Glenwood Ave
Raleigh NC 27608, United States
Number of offices
1
Most active in
White Oak Wealth Partners has reported serving >5 clients in these states in the last 12 months.
North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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