Oak Harbor Wealth Partners, LLC

Raleigh, NC

North Carolina

Registered In

10/15/2020

Incorp. Date

Company Summary

Oak Harbor Wealth Partners, LLC at 3101 Glenwood Ave STE 102, Raleigh, Nc 27612 lists William R. Hesmer , Jr. and Chris B. Harrell of Raleigh, NC as associates.

Overview

Registered In

North Carolina

Incorporation Date

10/15/2020

Company Type

Limited Liability Company

Status

Current-Active

Registration Type

Domestic

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People

Elam, Paul B. Registered Agent	3101 GLENWOOD AVE STE 102, RALEIGH, NC 27612
William R. Hesmer , Jr. Manager	3101 GLENWOOD AVE STE 102, RALEIGH, NC 27612
Chris B. Harrell Manager	3101 GLENWOOD AVE STE 102, RALEIGH, NC 27612
Paul B. Elam Manager	3101 GLENWOOD AVE STE 102, RALEIGH, NC 27612

Showing current associates only (4 of 5 total associates). Create a free account to see the full associate history

Map & Locations

3101 GLENWOOD AVE STE 102, RALEIGH, NC 27612 View Map

Financials

Financial Information for Oak Harbor Wealth Partners, LLC

Form 5500

OAK HARBOR WEALTH PARTNERS LLC

3101 Glenwood Ave, Suite 102, Raleigh, Nc 27608 (252) 230-7699 EIN:85-3479009 Plan Admin:William Hesmer Jr.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameOAK HARBOR WEALTH PARTNERS, LL 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$192,656 / $625,360	2023	OAK HARBOR WEALTH PARTNERS, LL 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	6 / 6	$192,656 / $625,360
2022	Plan NameOAK HARBOR WEALTH PARTNERS, LL 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$6,975 / $192,656	2022	OAK HARBOR WEALTH PARTNERS, LL 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 6	$6,975 / $192,656
2021	Plan NameOAK HARBOR WEALTH PARTNERS, LL 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY0 / 5 Assets BOY/EOY$0 / $6,975	2021	OAK HARBOR WEALTH PARTNERS, LL 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	0 / 5	$0 / $6,975

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• North Carolina Secretary of State • U.S. Department of Labor