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Building 2OAK HILL WEALTH ADVISORS, LLC

Map pinLANSDOWNE, VA
Phone703-673-7034
NotebookSEC #801-123308
Total AUM
$603.2M
Employees
10
Clients
435

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19415 DEERFIELD AVE
SUITE 203
LANSDOWNE
VA 20176
United States
Operating Hours
5-Sep
Monday - Friday
Phone
703-673-7034

ReceiptFinancials

Total AUM
$603.2M
Accounts
1,191
Discretionary
$553.8M
Accounts
1,149
Non-Discretionary
$49.4M
Accounts
42

ContactClients

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Individual Clients
270
AUM
$107M
HNW Individual Clients
164
AUM
$489.6M
Charitable Organization Clients
1
AUM
$6.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCDEFLMDMINCNHNJNMPASCTXVAWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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