This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-10-2026
- Office Locations
- 2
Office Locations
About OAK Harbor Wealth Partners
OAK Harbor Wealth Partners is a Raleigh-based RIA with 2 offices. The firm has been operating for 0 years. Managing $288.4M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 86.7% is discretionary and 13.3% is non-discretionary.
The firm reports 4 advisory representatives and 269 clients, or 67.3 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 2 reported office locations. The source data was last updated on July 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review OAK Harbor Wealth Partners's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full OAK Harbor Wealth Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WILLIAM RUSSELL HESMER Jr
Chief Compliance Officer, Managing Member
- CRD
- #6166507
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
BRIAN MICHAEL CARROLL
--
- CRD
- #6889059
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $250,009,127 | $222,230 |
| Non-Discretionary | $38,410,384 | $2,560,692 |
| Total | $288,419,511 | $253,000 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
OAK Harbor Wealth Partners has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
Continue browsing