Oak Tree Investment Advisors
Oak Tree Investment Advisors is an SEC-registered wealth manager in Pittsburgh, PA with $192.2M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Oak Tree Investment Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111095, SEC 801-113803, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $192.2M (2026-03-17)
- Firm type
- Wealth Manager
- Location
- Pittsburgh, PA
- Employees
- 5
- Clients
- 130
- CRD
- 111095
- Ownership
- TACKETT, JOHN, CARTER; HEAKINS, RONALD, EDWARD; MORETTI, ELIZABETH, ANN; HEAKINS, JASON, D.
How much AUM does Oak Tree Investment Advisors have?
Oak Tree Investment Advisors reported $192.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Oak Tree Investment Advisors?
Disclosed owners and executives of Oak Tree Investment Advisors include TACKETT, JOHN, CARTER, HEAKINS, RONALD, EDWARD, MORETTI, ELIZABETH, ANN, HEAKINS, JASON, D.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.