Oaktrust Wealth Advisors LLC


Assets, Funds, Holdings

Home | Sign Up | Log In
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Oaktrust Wealth Advisors LLC
CRD #170827
SEC #801-110788
AUM $136.9 MM (100% Disc, 100% US, 2020-03-21)
Employees3 (67% Investors, 67% Brokers)
Address49 Saddle Ridge Road
Wilton, CT 06897
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Grand Central Investment Group LLC
FL 0.1
Tricor Advisory Services LLC
NV 0.1
Alsari Wealth Management Global Advisors LLC
CA 0.1
SC Financial Services Inc
AZ 0.1
Miller Financial Management LLC
IN 0.1
MANN Financial Services Inc
MN 0.1
Premis Advisors LLC
GA 0.1
Trinity Wealth Management LLC
PA 0.1
Dreher Investment Services Inc
TX 0.1
Investor's Advantage LLC
TX 0.1
Terms of Service | Privacy Policy | User Guide