Oaktrust Wealth Advisors, LLC

RIASEC RegisteredEst. 2017

Total AUM

$285M

Discretionary

$285M

100% of AUM

Avg account

$591K

Accounts

482

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 170827
Registered since: July 13, 2017
Website: oaktrustllc.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI78.79%
Individuals21.21%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Oaktrust Wealth Advisors, LLC is an independent, owner-operated Registered Investment Adviser formed in 2017 and organized as an LLC. The firm focuses on individual and family clients, providing financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers. It identifies as a capital allocator, using both in-house management and external managers to build client portfolios. Fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser.