Oak Harbor Wealth Partners Revenue

Financial Services • Raleigh, North Carolina, United States • 1-10 Employees

Oak Harbor Wealth Partners revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Key Contact at Oak Harbor Wealth Partners

Julie Lyons

Director Of Operations

Company overview

Headquarters	3101 Glenwood Ave, 102, Raleigh, North Carolina 27612, US
Phone number	+19198000705
Websites	oakharborwealthpartners.com oh-wp.com
NAICS	52
Founded	2020
Employees	1-10
Socials

Oak Harbor Wealth Partners Email Formats

Oak Harbor Wealth Partners uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@oh-wp.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@oh-wp.com	100%

About Oak Harbor Wealth Partners

At Oak Harbor Wealth Partners, we work solely for the needs of our clients, not the bottom line of a bank or insurance company. We take a fiduciary approach to wealth management, assisting individuals, families and businesses in all aspects of their financial well-being. Putting our clients first in all we do is our core mission. By combining an institutional approach to money management with a proactive attitude to financial planning strategies, we give our clients the best of both worlds. Our depth of knowledge and expertise includes numerous Certified Financial Planner™ certificants and Chartered Financial Analyst® charterholders. We charge a percentage fee on assets under management or a flat fee for planning services and feel this is the best way to mitigate many of the conflicts of interest that exist when seeking financial advice. Oak Harbor Wealth Partners, LLC is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Oak Harbor including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Employees by Department

Oak Harbor Wealth Partners has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

Oak Harbor Wealth Partners has never raised funding before.

Oak Harbor Wealth Partners Tech Stack

Discover the technologies and tools that power Oak Harbor Wealth Partners's digital infrastructure, from frameworks to analytics platforms.

Google Hosted Libraries

CDN

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

Node.js

Programming languages

Calendly

Appointment scheduling

Open Graph

Miscellaneous

Google Analytics

Analytics

YouTube

Video players

Express

Web frameworks

Frequently asked questions

Oak Harbor Wealth Partners is located in Raleigh, North Carolina, US.

You can reach Oak Harbor Wealth Partners at +19198000705.

Oak Harbor Wealth Partners generates an estimated annual revenue of $684,440. This revenue figure reflects the company's market position and business performance in its industry.

Oak Harbor Wealth Partners has an estimated valuation of $2,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Oak Harbor Wealth Partners was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Oak Harbor Wealth Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Oak Harbor Wealth Partners

Julie Lyons

Director Of Operations

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