Oaktrust Wealth Advisors, LLC
Oaktrust Wealth Advisors, LLC (CRD# 170827) is a financial advisory firm headquartered in , . They manage $79,993,579 in 224 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management80MILLION
Total Number of Accounts224ACCOUNTS
Average Account Value$357,114
- 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
- Selection of other advisers (including private fund managers)
CT, NJ, NY
Nicholas Zizzadoro (CRD# 2909444) is an Investment Advisor Representative working at Oaktrust Wealth Advisors, LLC in Wilton, CT and has over 16 years of experience in the finance industry.
Thomas Papa (CRD# 3222264) is an Investment Advisor Representative working at Oaktrust Wealth Advisors, LLC in Wilton, CT and has over 15 years of experience in the finance industry.