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OakTrust Wealth Advisors

Also known as oaktrust wealth

Wealth ManagerWilton, United StatesFounded 2014

Wilton

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About OakTrust Wealth Advisors

OakTrust Wealth Advisors is a wealth manager based in Wilton, US. Founded in 2014.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to OakTrust Wealth Advisors from SEC and IRS filings.

SEC Form ADV

Verified

Reported AUM: $285.0M
Total Clients: 482
Filing Date: February 6, 2026

Source: SEC IAPD / Form ADV Original filing Full filing details →

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Recent Filings

Public filings matched to OakTrust Wealth Advisors across SEC, IRS, DOL and international registers — newest first.

13F

OakTrust Wealth Advisors, LLC

Aug 6, 2026 · 2026 Q2

$116.0M

13F

OakTrust Wealth Advisors, LLC

Apr 23, 2026 · 2026 Q1

$109.8M

FORM ADV

OAKTRUST WEALTH ADVISORS, LLC

Feb 6, 2026

$285.0M

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is OakTrust Wealth Advisors?

OakTrust Wealth Advisors is a wealth manager based in Wilton, United States.

Where is OakTrust Wealth Advisors headquartered?

OakTrust Wealth Advisors is headquartered in Wilton, United States.

When was OakTrust Wealth Advisors founded?

OakTrust Wealth Advisors was founded in 2014.

How can I contact OakTrust Wealth Advisors?

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