Oakleigh Wealth Services
Firm details
- Headquarters
- Crozet, Virginia
- CRD number
- 323914
- Website
- www.oakleighwealth.com
- Custodians
- ALTRUIST FINANCIAL LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI90.17%
- Individuals9.83%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Oakleigh Wealth Services is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, charging clients on an hourly or fixed-fee basis rather than a percentage-of-assets model. Its stated client base is individual and family households rather than institutions; the adviser does not identify as a multi-state adviser, is not positioned as a capital allocator, and does not report active ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities8%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Contacts
1 of 1
Colin Page
FounderCRD 7665378
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Crozet, VA
Albemarle
Location
Crozet, VA
Headquartered in Crozet, VA, in the South of the United States.
- Region
- South
- County
- Albemarle
- Address
- 5793 The Sq
- Time zone
- ET (UTC-5)
- Office locations
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