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Building 2OAKTRUST WEALTH ADVISORS, LLC

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Phone(203) 563-0044
NotebookSEC #801-110788
Total AUM
$285M
Employees
3
Clients
236

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
(203) 563-0044
Other Offices
1

ReceiptFinancials

Total AUM
$285M
Accounts
482
Discretionary
$285M
Accounts
482
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
162
AUM
$60.4M
HNW Individual Clients
74
AUM
$224.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANCNHNJNYPASC

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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