Overview
Assets Under Management: $258 million
High-Net-Worth Clients: 66
Average Client Assets: $3 million
Frequently Asked Questions
OAKTRUST WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170827), OAKTRUST WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
OAKTRUST WEALTH ADVISORS, LLC serves 66 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, OAKTRUST WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
OAKTRUST WEALTH ADVISORS, LLC manages $258 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, OAKTRUST WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.19
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 470
Discretionary Accounts: 470
Regulatory Filings
CRD Number: 170827
Last Filing Date: 2025-02-27 00:00:00
Website: https://oaktrustllc.com