# Oak Harbor Wealth Partners

> 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.

- CRD: 340213
- Filed as: OAK HARBOR WEALTH PARTNERS
- Legal name: Hesmer Wealth Management LLC
- Also doing business as: OAK HARBOR WEALTH PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340213
- AdvisorCensus page: https://advisorcensus.com/firm/oak-harbor-wealth-partners-340213

## Quick answers

**How is Oak Harbor Wealth Partners compensated?**
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.

**Is Oak Harbor Wealth Partners registered with the SEC or a state?**
Oak Harbor Wealth Partners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340213.

**How much does Oak Harbor Wealth Partners manage?**
Oak Harbor Wealth Partners reports $288,419,511 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (87% discretionary).

**What types of clients does Oak Harbor Wealth Partners serve?**
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).

**Which custodians does Oak Harbor Wealth Partners use?**
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.

**Does Oak Harbor Wealth Partners report any disciplinary disclosures?**
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

**What changed in Oak Harbor Wealth Partners' recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $288,419,511
- Discretionary: $250,009,127
- Non-discretionary: $38,410,384

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 141 | $44,842,283 |
| High net worth individuals | 108 | $200,807,296 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $37,719,764 |
| Corporations or other businesses not listed above | 11 | $5,050,168 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IN, NC, OH, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### June 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $0 to $288,419,511.

### May 2026
- Added the business name Oak Harbor Wealth Partners.

### March 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oak Harbor Wealth Partners (CRD 340213): Form ADV filing data as of October 2026.