Oaktrust Wealth Advisors, LLC
Oaktrust Wealth Advisors, LLC (CRD# 170827) is a financial advisory firm headquartered in , . They manage $102,153,399 in 299 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management102MILLION
Total Number of Accounts299ACCOUNTS
Average Account Value$341,650
- A percentage of assets under your management
- 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, MA, 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.