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Oaktrust Wealth Advisors, LLC

● SEC registered since 2017CRD 170827SEC# 801-110788
Export (members)
Reg. AUM
$257.7M
Employees
3
Accounts
470
Location
—

Oaktrust Wealth Advisors, LLC assets under management

Oaktrust Wealth Advisors, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2017. It reports $257.7 million in regulatory assets under management and employs 3 people.
www.oaktrustllc.comView on SEC.gov ↗

Oaktrust Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Nicholas Zizzadoro ControlManaging Partner50-75%2014
Thomas John Papa ControlManaging Partner And Chief Compliance Officer50-75%2014

Frequently asked questions

How much does Oaktrust Wealth Advisors, LLC manage?

Oaktrust Wealth Advisors, LLC reports $257.7 million in regulatory assets under management on its Form ADV.

How many employees does Oaktrust Wealth Advisors, LLC have?

Oaktrust Wealth Advisors, LLC reports 3 employees.

Does Oaktrust Wealth Advisors, LLC disclose fund performance?

Oaktrust Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(203) 563-0044
Fax(203) 549-0800
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$257.7M
Non-discretionary$0
Total (RAUM)$257.7M