OAKLEIGH WEALTH SERVICES
Firm details
- Headquarters
- CROZET, Virginia
- CRD number
- 323914
- 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
- HNWI91.35%
- Individuals8.65%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Oakleigh Wealth Services is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. Its client fee model is based on hourly charges and fixed fees rather than AUM-based advisory fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.
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 Funds89%
- Exchange Traded Equities6%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Contacts
1 of 1Colin Page
FounderCRD 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
- 5793 The Sq
- Time zone
- ET (UTC-5)
- Office locations
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