|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Oaktrust Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 170827 |
| SEC # | 801-110788 |
| CIK # | |
| AUM | $257.7 M (2025-02-27) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 203-563-0044 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 167 | 61.4 |
| (b) Individuals (high net worth individuals) | 66 | 196.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 470 | 257.7 |
| By Discretionary | ||
| Discretionary | 470 | 257.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 470 | 257.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 257.7 | |
| Total | 470 | 257.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Shared Vision Wealth Group LLC
✚
|
0.3 | |
|
Sherwood Financial Partners LLC
✚
|
CA | 0.3 |
|
Tandemgrowth Financial Advisors LLC
✚
|
GA | 0.3 |
|
Bluestone Wealth Management LLC
✚
|
NH | 0.3 |
|
Blueprint Partners LLC
✚
|
MI | 0.3 |
|
Kilterhowling LLC
✚
|
CO | 0.3 |
|
Atlas Fiduciary Services Inc
✚
|
NH | 0.3 |
|
Vista Advisor Group LLC
✚
|
CA | 0.3 |
|
Swisher Financial Concepts Inc
✚
|
OH | 0.3 |
|
J Team Financial Inc
✚
|
TX | 0.3 |