Oakleigh Wealth Services
Firm details
- Headquarters
- Crozet, Virginia
- CRD number
- 323914
- Registered since
- August 14, 2026
- 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, individually owned registered investment adviser that, per its filing, became SEC-registered in 2026. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its client billing is fee-based using hourly charges and fixed fees rather than percentage-based asset fees. The adviser is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser in its disclosures.
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%
Owners & executives
FINTRXContacts
FINTRXWealth 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
- 5799 The Sq
- Time zone
- ET (UTC-5)
- Office locations
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