Oak Harbor Wealth Partners
Firm details
- Headquarters
- ,
- CRD number
- 340213
- Registered since
- February 10, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI69.62%
- Individuals15.55%
- Pension & Profit Sharing Plans13.08%
- Corporations / Businesses1.75%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Oak Harbor Wealth Partners is an independent registered investment adviser organized as an LLC. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional investors. Its fee arrangements combine asset-based fees and fixed-fee engagements. Core advisory capabilities listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of outside advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities29%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
William Hesmer
Chief Compliance OfficerCRD 6166507
Contacts
1 of 1
Brian Carroll
Financial PlannerCRD 6889059
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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