Oakleigh Wealth Services
Firm details
- Headquarters
- Crozet, Virginia
- CRD number
- 323914
- Registered since
- August 14, 2026
- Website
- www.oakleighwealth.com
- Custodians
- ALTRUIST FINANCIAL LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI90.17%
- Individuals9.83%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Oakleigh Wealth Services is an independent, owner-operated registered investment adviser that provides financial planning and portfolio management to individuals and small businesses. The firm is registered with the SEC (registered in 2026) and bills clients via hourly and fixed-fee arrangements rather than percentage-based advisory fees. Its advisory scope centers on financial planning and discretionary portfolio management for an individual and family client base. Oakleigh does not identify as a capital allocator and is not marked as an active ESG investor or a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities8%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Contacts
1 of 1
Colin Page
Founder & Financial PlannerCRD 7665378
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Crozet, VA
Albemarle
Location
Crozet, VA
Headquartered in Crozet, VA, in the South of the United States.
- Region
- South
- County
- Albemarle
- Address
- 5799 The Sq
- Time zone
- ET (UTC-5)
- Office locations
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