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White Oak Wealth Partners
White Oak Wealth Partners is a boutique wealth management firm in North Carolina that provides family office and investment advisory services to high-net-worth...
White Oak Wealth Partners
White Oak Wealth Partners is a boutique wealth management firm in North Carolina that provides family office and investment advisory services to high-net-worth individuals, families, and business owners across the Southeast. The firm emphasizes hard work, personal relationships, and smart, strategic investments to help clients leave a lasting legacy. It is a Registered Investment Advisor.
General information
Firm type
Multi Family Office
Location
Region
North America
City
Raleigh
Principals
Brad Turlington
Founder and President
Claire Young
Partner
Sector focus
Frequently asked questions
What is White Oak Wealth Partners?
White Oak Wealth Partners is a multi family office headquartered in Raleigh.
Where is White Oak Wealth Partners headquartered?
White Oak Wealth Partners is headquartered in Raleigh, in the North America region.
What does Altss track for White Oak Wealth Partners?
Altss maintains an OSINT-verified profile of White Oak Wealth Partners covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is White Oak Wealth Partners's website?
White Oak Wealth Partners's public website is whiteoakwealthpartners.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is White Oak Wealth Partners?
White Oak Wealth Partners is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on White Oak Wealth Partners?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was White Oak Wealth Partners's Altss profile last updated?
White Oak Wealth Partners's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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