Crimson Oak Wealth Management, LLC

Crimson Oak Wealth Management, LLC (CRD# 171360) is a financial advisory firm headquartered in Lexington, KY. They manage $28,191,597 in 175 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $161,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KY, OH, TX

Financial Advisors at Crimson Oak Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mohua Das
CRD#: 5242322
704 Spring Meadows Drive, Unit A, Lexington, KY 40504

Mohua Das (CRD# 5242322) is an Investment Advisor Representative working at Crimson Oak Wealth Management, LLC in Lexington, KY and has over 17 years of experience in the finance industry.

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