$316.2M Total AUM
$316.2M Disc. AUM
9.2% 3Y CAGR
3 Employees
154 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Prime harborMatrix prime
- Established Date
- 05-03-2017
- Office Locations
- 1
Office Locations
9131 Anson WAY Suite 200 Raleigh NC
About First OAK Wealth Management, LLC
First Oak is an independent, fiduciary wealth manager in Raleigh, NC providing wealth management plus financial/retirement and investment planning, with support for charitable giving. The team builds objective, scenario-tested plans and dynamic investment strategies for clients navigating the knowns and unknowns. Portfolios are primarily implemented with ETFs and public funds, and the firm custodians assets with Charles Schwab.
Team overview
-- AVG AGE
$316.2M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
9.1 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Ember insight Prime
Client Personas
Summit Unison
Custodian
Unison Foundation focus Insight focus
Investment Themes
Summit Unison Optima Quantum
Investment Vehicles
Peak
Platform
Value capital Vector
Services
Pathway Prime oak Crest momentum Momentum value Unison catalyst Value Bridge North fusion Eagle Value meridian
Technology
Atlas foundation Frontier
Owner & Executives
R
RYAN PAUL THOMSEN
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5438732
- Ownership
- 75% or more
(800) 709-9797
vector.glacier@quantumcapital.com
in linkedin.com/in/meridian-prime
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $316,173,544 | $715,325 |
| Non-Discretionary | $0 | -- |
| Total | $316,173,544 | $715,325 |
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Separately Managed Accounts
Total SMA Asset: $316,173,544
Public Funds:
22.7% Equity - Exchange:
14.5% Cash:
38.6% U.S. Government/Agency:
24.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $108,827,913 | 22.7% |
| Equity - Exchange | $69,515,628 | 14.5% |
| Cash | $185,055,395 | 38.6% |
| U.S. Government/Agency | $116,019,185 | 24.2% |
| Total | $479,418,121 | 100.0% |