← Back to searchVisit website
CRIMSON OAK WEALTH MANAGEMENT, LLC
CRD 171360
704 SPRING MEADOWS DRIVE, UNIT A, LEXINGTON, KY, 40504, United States
Phone
859-309-1738
Fax
859-309-1738
Registration
— (—)
Source
State registered
Total AUM
$39.0M
Discretionary AUM
$37.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $13.1M |
| High net worth individuals | 14 | $25.9M |
All web addresses on file
Official SEC filing: View on IAPD