OAKTRUST WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$285,034,723
Discretionary
$285,034,723
Non-discretionary
$0
Firm details
- CRD number
- 170827
- SEC file number
- 801-110788
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.OAKTRUSTLLC.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.