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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $357,114
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, NJ, NY

Financial Advisors at Oaktrust Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Nicholas Zizzadoro
CRD#: 2909444
Wilton, CT
96
Wealthminder
score

Nicholas Zizzadoro (CRD# 2909444) 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.

2
Thomas J. Papa
CRD#: 3222264
Wilton, CT
93
Wealthminder
score

Thomas Papa (CRD# 3222264) is an Investment Advisor Representative working at Oaktrust Wealth Advisors, LLC in Wilton, CT and has over 14 years of experience in the finance industry.

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