Oglesby Wealth Strategies, LLC

Overview

Oglesby Wealth Strategies, LLC is a privately held limited liability company that operates as an owner-managed advisory practice. The firm positions itself as a capital allocator that works with external managers and provides advisory services focused on financial planning, pension consulting, and the selection of other advisers rather than operating solely as a product manufacturer or large discretionary platform. Its compensation model is mixed: the firm reports the ability to charge a percentage of assets under management alongside hourly and fixed fees and other fee arrangements. FINTRX indicates the firm does not identify as an active ESG investor and is not classified as a multi-state adviser. The firm shows an industry affiliation with an insurance company, which may influence product access or distribution relationships.

Assets & Accounts

Investments & Alternatives