# White Oak Wealth Partners

White Oak Wealth Partners is a Multi Family Office based in Raleigh.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Raleigh
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** whiteoakwealthpartners.com
- **LinkedIn:** https://www.linkedin.com/company/whiteoakwealtherie

## Regulatory record

- **CRD number:** 317324
- **SEC file number:** 801-135911
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317324

## About

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.

## Sectors

- Private Credit
- Real Estate
- Infrastructure

## People

- Brad Turlington — Founder and President
- Claire Young — Partner

## Related profiles

- [Cibus Investments II Limited](https://altss.com/profile/cibus-investments-ii-limited)
- [Hampton Park Financial Planners](https://altss.com/profile/hampton-park-financial-planners)

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Last updated: 2026-08-11T15:08:32.892Z

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