Oaktrust Wealth Advisors LLC

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Assets, Funds, Holdings

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Oaktrust Wealth Advisors LLC
CRD #170827
SEC #801-110788
CIK #
AUM $240.0 MM (2024-02-16)
Employees 3 (67% Investors, 67% Brokers)
Phone203-563-0044
Address49 Saddle Ridge Road
Wilton, CT 06897
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 161 59.8
(b) Individuals (high net worth individuals) 61 180.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 439 240.0
By Discretionary
Discretionary 439 240.0
Non-Discretionary 0 0.0
Total 439 240.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 240.0
Total 439 240.0
Comparable Firms State AUM ($BB)
Crescent Advisor Group Inc
TX 0.2
Dunhill Financial LLC
0.2
Alpine Capital Strategies LLC
NY 0.2
Hoertkorn Richard Charles
CA 0.2
Investment Planning Advisors
GA 0.2
Columbia Advisory Partners LLC
WA 0.2
Abbot Financial Management Inc
MA 0.2
Successful Portfolios LLC
FL 0.2
Duet Advisory Services LLC
MI 0.2
Branson Frank A Inc
CA 0.2
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