Oaktrust Wealth Advisors, LLC
Oaktrust Wealth Advisors, LLC is an SEC-registered wealth manager with $285.0M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Oaktrust Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170827, SEC 801-110788, data through 2026-02-06.
- AUM (assets under management / regulatory AUM)
- $285.0M (2026-02-06)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 236
- CRD
- 170827
- Ownership
- PAPA, THOMAS, JOHN; ZIZZADORO, NICHOLAS
How much AUM does Oaktrust Wealth Advisors, LLC have?
Oaktrust Wealth Advisors, LLC reported $285.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-06).
Who owns Oaktrust Wealth Advisors, LLC?
Disclosed owners and executives of Oaktrust Wealth Advisors, LLC include PAPA, THOMAS, JOHN, ZIZZADORO, NICHOLAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.