SEC Form ADV

OAKTRUST WEALTH ADVISORS, LLC

Registered Investment Adviser
$285.0M
Assets Under Management
482
Total Clients
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Registration Details

Accession
CRD-170827
Filing Date
February 6, 2026
AUM
$285.0M
Total Clients
482
Amendment
No

About this Adviser

OAKTRUST WEALTH ADVISORS, LLC is a registered investment adviser, managing approximately $285.0M in assets across 482 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.