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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Oaktrust Wealth Advisors LLC
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| CRD # | 170827 |
| SEC # | 801-110788 |
| CIK # | |
| AUM | $136.9 MM (100% Disc, 100% US, 2020-03-21) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 203-563-0044 |
| Address | 49 Saddle Ridge Road Wilton, CT 06897 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
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FL | 0.1 |
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Tricor Advisory Services LLC
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NV | 0.1 |
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Alsari Wealth Management Global Advisors LLC
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CA | 0.1 |
|
SC Financial Services Inc
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AZ | 0.1 |
|
Miller Financial Management LLC
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IN | 0.1 |
|
MANN Financial Services Inc
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MN | 0.1 |
|
Premis Advisors LLC
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|
GA | 0.1 |
|
Trinity Wealth Management LLC
✚
|
PA | 0.1 |
|
Dreher Investment Services Inc
✚
|
TX | 0.1 |
|
Investor's Advantage LLC
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|
TX | 0.1 |