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Oak Crest Advisory

Also known as oak crest advisory

Wealth ManagerRochester, United StatesFounded 2019
Rochester
Headquarters
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About Oak Crest Advisory

Oak Crest Advisory is a wealth manager based in Rochester, US. Founded in 2019.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Oak Crest Advisory from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$90.2M
Total Clients
456
Filing Date
March 19, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Oak Crest Advisory across SEC, IRS, DOL and international registers — newest first.

FORM ADV
OAK CREST ADVISORY, LLC
Mar 19, 2026
$90.2M

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Oak Crest Advisory?

Oak Crest Advisory is a wealth manager based in Rochester, United States.

Where is Oak Crest Advisory headquartered?

Oak Crest Advisory is headquartered in Rochester, United States.

When was Oak Crest Advisory founded?

Oak Crest Advisory was founded in 2019.

How can I contact Oak Crest Advisory?

Verified contact details, key decision-makers, and investment preferences for Oak Crest Advisory are available on LPbacked. Create a free account to access them.