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OAKTRUST WEALTH ADVISORS, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$257.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 257.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 170827 |
| SEC Number | 801-110788 |
| Phone | (203) 563-0044 |
| Fax | (203) 549-0800 |
| Total Employees | 3 |
Client Count by Type (233 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 167 |
| High Net Worth Individual… | 66 |
County data not available for this organization.