{
  "crd_number": 340213,
  "slug": "oak-harbor-wealth-partners-340213",
  "primary_business_name": "OAK HARBOR WEALTH PARTNERS",
  "legal_name": "HESMER WEALTH MANAGEMENT LLC",
  "dbas": [
    "OAK HARBOR WEALTH PARTNERS"
  ],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-02-10",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-29",
  "carried_forward": false,
  "raum_total": 288419511.0,
  "raum_discretionary": 250009127.0,
  "raum_non_discretionary": 38410384.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 44842283.0,
      "count": 141
    },
    "pension_profit_sharing": {
      "raum": 37719764.0,
      "count": 9
    },
    "high_net_worth_individuals": {
      "raum": 200807296.0,
      "count": 108
    },
    "corporations_other_businesses": {
      "raum": 5050168.0,
      "count": 11
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "IN",
    "NC",
    "OH",
    "TX",
    "VA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340213",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/oak-harbor-wealth-partners-340213",
  "display_name": "Oak Harbor Wealth Partners",
  "summary": "Oak Harbor Wealth Partners is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 29, 2026.",
  "citation": "AdvisorCensus. Oak Harbor Wealth Partners (CRD 340213): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Oak Harbor Wealth Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Oak Harbor Wealth Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Oak Harbor Wealth Partners registered with the SEC or a state?",
      "a": "Oak Harbor Wealth Partners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340213."
    },
    {
      "q": "How much does Oak Harbor Wealth Partners manage?",
      "a": "Oak Harbor Wealth Partners reports $288,419,511 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (87% discretionary)."
    },
    {
      "q": "What types of clients does Oak Harbor Wealth Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (141); high net worth individuals (108); corporations or other businesses not listed above (11)."
    },
    {
      "q": "Which custodians does Oak Harbor Wealth Partners use?",
      "a": "Oak Harbor Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Oak Harbor Wealth Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340213"
    },
    {
      "q": "What changed in Oak Harbor Wealth Partners' recent Form ADV filings?",
      "a": "In the June 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $0 to $288,419,511."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Regulatory assets under management went from $0 to $288,419,511."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Added the business name Oak Harbor Wealth Partners."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/oak-harbor-wealth-partners-340213.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 141,
      "fewer_than_5": false,
      "raum": 44842283.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 108,
      "fewer_than_5": false,
      "raum": 200807296.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 37719764.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 11,
      "fewer_than_5": false,
      "raum": 5050168.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340213",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}