Oak Harbor Wealth Partners

RIASEC Registered

Total AUM

$288M

Discretionary

$250M

87% of AUM

Avg account

$253K

Accounts

1,140

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 340213
Registered since: February 10, 2026
Website: oakharborwealthpartners.com
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

FINTRX

Overview

Oak Harbor Wealth Partners is an independent RIA organized as an LLC and registered with the SEC in 2026. The firm positions itself as a capital allocator for both individual and family clients as well as institutional accounts. Fee arrangements combine asset-based (percentage of AUM) billing with fixed-fee engagements. Advisory services listed on filings include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm does not identify as an active ESG investor in its disclosures.