OakTrust Wealth Advisors, LLC
All 13F Filings
Location
Wilton, CT
CIK
0002113908
All SEC filings
View on sec.gov
Filing ID
Report Period
Holdings
Value ($000)
Form Type
Date Filed
Name
000195175726000717
Q1 2026
68
109,846,190
13F-HR
4/23/2026
OakTrust Wealth Advisors, LLC