Company Overview
- Website
- firstoak.com
- Phone
- (919) 421-1555
- Employees
- 4
- Founded in
- 2017
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Recent News & Media
N.C. Business Court Opinions, March 12, 2025 – March 25, 2025
- Mar 26, 2025
- rcdlaw.net
Hart v. First Oak Wealth Mgmt., LLC, 2025 NCBC 11
- Mar 14, 2025
- nccourts.gov
John Michael Dorman - Client Operations Associate - First Oak Wealth Management
- Oct 6, 2024
- linkedin.com
Lake City Bank Wealth Mobile
- Jun 8, 2024
- apps.apple.com
Our Team
- Nov 29, 2023
- firstoak.com
Hart v. First Oak Wealth Mgmt., LLC
- Jul 28, 2022
- courtlistener.com
Companies Similar to First Oak Wealth Managment
Analyze industry trends and opportunities by examining competitors and companies comparable to First Oak Wealth Managment, including their performance metrics, financials, growth dynamics, and competitive benchmarks.
| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 3M | 1 | Scottsdale, AZ | 2012 | |
| 3M | 6 | Dallas, TX | 2014 | |
| 3M | 5 | Austin, TX | 1995 | |
| 3M | 5 | Houston, TX | ||
| 3M | 2 | New York, NY | 2006 |
FAQ
What is the location of First Oak Wealth Managment's headquarters?
The headquarters of First Oak Wealth Managment are situated at 8341 Bandford Way, Suite 007, Raleigh NC
What is First Oak Wealth Managment's phone number?
First Oak Wealth Managment's contact number is (919) 421-1555.
What is First Oak Wealth Managment's official website?
The official website of First Oak Wealth Managment can be found at firstoak.com.
What is First Oak Wealth Managment's current revenue?
As of February 2019, First Oak Wealth Managment's annual revenue reached $3B.
How many employees does First Oak Wealth Managment currently have?
First Oak Wealth Managment employs approximately 4+ people as of February 2019
Which industries is First Oak Wealth Managment primarily operating in?
First Oak Wealth Managment operates in the following industries: Finance, Credit
When was First Oak Wealth Managment founded?
First Oak Wealth Managment was founded in 2017.