OAK HARBOR WEALTH PARTNERS

Legal name: HESMER WEALTH MANAGEMENT LLC

CRD 340213File 801-135302

APPROVED

Retail clients

Filing as of Jul 29, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$288.4M

Below cohort median (national)

Discretionary AUM

$250.0M

Non-discretionary $38.4M

Clients

269

1,140 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Feb 10, 2026
Principal office: Not reported
Phone: 252-230-7699
Website: Not reported

Assets & accounts

ADV Item 5F

Total regulatory AUM: $288.4M
Discretionary AUM: $250.0M
Non-discretionary AUM: $38.4M
Discretionary accounts: 1,125
Non-discretionary accounts: 15
Total accounts: 1,140
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	11	$5.1M
High net worth individuals	108	$200.8M
Pension and profit sharing plans	9	$37.7M
Individuals (other than high net worth individuals)	141	$44.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.