Crimson Oak Wealth Management, LLC
Crimson Oak Wealth Management, LLC (CRD# 171360) is a financial advisory firm headquartered in Lexington, KY. They manage $19,478,677 in 133 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management19MILLION
Total Number of Accounts133ACCOUNTS
Average Account Value$146,456
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Mohua Das (CRD# 5242322) is an Investment Advisor Representative working at Crimson Oak Wealth Management, LLC in Lexington, KY and has over 10 years of experience in the finance industry. Mohua Das has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.