First Oak Wealth Management Management Team
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First Oak Wealth Management
Summary
First Oak Wealth Management is an Investment Advisory firm serving individuals and their families.
Our focus is objective, independent wealth management strategies to help you achieve and...Show more
Organization Website | firstoak.com |
Social Links |   |
Phone Number | 919-421-1555 |
Industries | |
Headquarters Location | 9131 Anson Way, Raleigh, North Carolina, 27615 US |
Employees Size | 1-10 employees |
Founded | 2017 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at First Oak Wealth Management shows a diverse range of experience levels:
29% for 1–2 years14% for 3–4 years29% for 5–7 years29% for 8–10 yearsDiscover More
Contact top employees from
First Oak Wealth Management
Airis Abolins
Partner, Investment Advisor
Anna Edwards
Client Service Manager
John Michael Dorman
Client Operations Associate
Companies Similar to First Oak Wealth Management
FAQ
First Oak Wealth Management operates in the Finance industries. More details can be found on the official website: firstoak.com.
The headquarters of First Oak Wealth Management are located in Raleigh, United States.
You can contact First Oak Wealth Management by phone at 919-421-1555.
First Oak Wealth Management currently employs 1-10 people.
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