Oak Harbor Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Raleigh, NC. Its latest Form ADV filing, dated April 17, 2026, reports $730M in regulatory assets under management, 8 employees, and 1,592 accounts.
Assets Under Management
$730M
Employees
8
Offices
--
Total Clients
448
Primary office
RALEIGH, NC
3101 GLENWOOD AVENUE, SUITE 102, RALEIGH, NC, United States
Top client segmentIndividuals represent 65.6% of total clients.
Top client categories% of clientsClients
1
Individuals
65.6%
294
2
HNWI
29.2%
131
3
Corporations
2.7%
12
4
Charitable
2.5%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$730Mas of April 17, 2026
Discretionary63.6%
$465M
64% of total RAUM63.6%
Non-discretionary36.4%
$265M
36% of total RAUM36.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$730M
Total Accounts1,592
10Y AUM Change+$730M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee56:1
10Y Employee Change+1 (+14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.