White OAK Wealth Partners
SEC RegisteredLeave a legacy.
About the firm
White Oak Wealth Partners is a boutique wealth management firm in North Carolina that provides family office and investment advisory services to high-net-worth individuals, families, and business owners across the Southeast.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Family office and investment advisory services.
Who they serve
High-net-worth individuals, families, and business owners across the Southeast.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 46 | $14M |
| High Net Worth Individuals | 27 | $83M |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,500,000 | 1.25% |
| Next $5,000,000 | 1.10% |
| Next $2,500,000 | 0.90% |
| Over $10,000,000 | 0.75% |
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. White OAK Wealth Partners has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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