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OAKLEIGH WEALTH SERVICES
PAGE WEALTH SERVICES, LLC
CRD 323914
5793 THE SQUARE, SUITE 9, CROZET, VA, 22932, United States
Phone
434-422-5220
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$82.2M
Discretionary AUM
$82.2M
Team
2 total employees; 2 advisory reps; 19 broker-dealer reps
Clients
51-100
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $7.1M |
| High net worth individuals | 30 | $75.1M |
All web addresses on file
Official SEC filing: View on IAPD