Oaktrust Wealth Advisors, LLC

Oaktrust Wealth Advisors, LLC (CRD# 170827) is a financial advisory firm headquartered in , . They manage $239,992,102 in 439 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
https://www.linkedin.com/in/thomasjpapa/
By the Numbers
  • Total Assets Under Management
    240
    MILLION
  • Total Number of Accounts
    439
    ACCOUNTS
  • Average Account Value
    $546,679
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, MA, NC, NH, NJ, NY, PA, SC

Financial Advisors at Oaktrust Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Thomas Papa, financial advisor Wilton CT
Thomas J. Papa
CRD#: 3222264
Wilton, CT

Thomas Papa (CRD# 3222264) is an Investment Advisor Representative working at Oaktrust Wealth Advisors, LLC in Wilton, CT and has over 21 years of experience in the finance industry.

2
Nicholas Zizzadoro, financial advisor Wilton CT
Nicholas Zizzadoro
CRD#: 2909444
Wilton, CT

Nicholas Zizzadoro (CRD# 2909444) is an Investment Advisor Representative working at Oaktrust Wealth Advisors, LLC in Wilton, CT and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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