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OAKTRUST WEALTH ADVISORS, LLC
CRD 170827 · SEC 801-110788
MA, United States
Phone
(203) 563-0044
Fax
(203) 549-0800
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$285.0M
Discretionary AUM
$285.0M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 162 | $60.4M |
| High net worth individuals | 74 | $224.6M |
States served
MA, NJ, NY, NC, PA, SC, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD