OakTrust Wealth Advisors, LLC (CIK: 0002113908) EDGAR, Information, Filings... CompaniesBIO.Com

OakTrust Wealth Advisors, LLC

Mailing address
49 SADDLE RIDGE ROAD, WILTON, Connecticut, 06897
Phone
203-563-0044
State location
Connecticut
State of incorporation
Connecticut
Fiscal year end
December 31
SIC
N/A
Filings
N/A

Includes all SEC registration details as well as a list of all documents (S-1, Prospectus, Current Reports, 8-K, 10K, Annual Reports) filed by OakTrust Wealth Advisors, LLC

Filings	Format	Description	Filed/Effective	File/Film Number
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001951757-26-000489 (34 Act) Size: KB	Feb-27-2026	028-26711 26692915

Recent 20 filings. View all OakTrust Wealth Advisors, LLC filings

Overall rating 5.0

Aug 22, 2022

Jean Bishop

Very good communication and delivery made within the timeframe I was advised of

Aug 22, 2022

Pelisari

young lad who new his job ansered questions and new what was best for me.

Aug 22, 2022

Catherine

Thanks I look forward to using the product to improve my skin tone

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Disclaimer: The information on the Service is provided with the understanding that the Company is not herein engaged in rendering legal, accounting, tax, or other professional advice and services. As such, it should not be used as a substitute for consultation with professional accounting, tax, legal or other competent advisers.