Oakley Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning and portfolio management to individual retail clients, including non‑high‑net‑worth households. It offers engagements billed on an hourly basis in addition to ongoing advisory services, a combination that the firm's brochure notes and that is uncommon among firms in this regulatory category.
The firm's principal holds CFP® and CPA credentials and integrates tax and planning considerations into client portfolios, drawing on prior roles at large consulting firms and consumer fintech firms. The brochure describes a deliberately small client base and says the principal structures an outside institutional consulting role to avoid overlap with the firm’s retail clients and to preserve time for fiduciary duties.
Noteworthy features include the use of hourly billing, a stated focus on modest‑sum individual clients, and the absence of private‑fund advisory activity. The principal serves as both the portfolio manager and the firm’s compliance officer, and the brochure discloses no product‑based compensation from third parties while describing an institutional consulting practice that does not serve the firm’s retail clients.
Client services
Fee options
Main office
1009 Seminole Drive
Marvin NC 28173
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Oakley Private Wealth · Oakley Private Wealth LLC · Oakley Private Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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