White Oak Wealth Partners

EST. AUM
$92,486,871

CONTACTS

CLIENT ACCOUNTS
151

Firm Details

Metro area Raleigh
CRD Number 317324
Website whiteoakwealthpartners.com
Client types

Overview

White Oak Wealth Partners is a Raleigh, North Carolina-based registered investment advisory firm operating under the DBA White Oak Wealth Partners and The Turlington Group, Inc. The firm provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its reported regulatory assets under management are $92,486,871 across 62 clients.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

White Oak Wealth Partners

Platform Details

Investment Preferences

Alternative Activity

Address

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