Oaktrust Wealth Advisors, LLC
● SEC registered since 2017CRD 170827SEC# 801-110788
Reg. AUM
$285M
Employees
3
Accounts
482
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 $285 million in regulatory assets under management and employs 3 people.
Oaktrust Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nicholas Zizzadoro Control | Managing Partner | 50-75% | 2014 |
| Thomas John Papa Control | Managing Partner And Chief Compliance Officer | 50-75% | 2014 |
Frequently asked questions
How much does Oaktrust Wealth Advisors, LLC manage?
Oaktrust Wealth Advisors, LLC reports $285 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 hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$285M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$285Mregulatory AUM
Discretionary $285M