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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2021
- Office Locations
- 1
Office Locations
About White OAK Wealth Partners
White Oak Wealth Partners is a North Carolina-based boutique RIA providing family office, wealth management, and investment advisory services to high-net-worth individuals, families, and business owners across the Southeast. Portfolios are built primarily with ETFs and public funds, complemented by fixed income and select private vehicles when appropriate. Client accounts are available through Charles Schwab.
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Owner & Executives
BRADLEY AUSTIN TURLINGTON
Financial Consultant, President
- CRD
- #5970251
- Ownership
- 75% or more
Claire M Young
Chief Compliance Officer, Partner
- CRD
- #3118068
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,460,071 | $511,389 |
| Non-Discretionary | $0 | -- |
| Total | $110,460,071 | $511,389 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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