CRD: 171360
Crimson OAK Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-12-2014
- Office Locations
- 1
Office Locations
About Crimson OAK Wealth Management, LLC
Crimson Oak Wealth Management is a Lexington, KY RIA focused on physicians and other medical professionals, pairing holistic financial planning with investment management. The firm builds customized plans spanning tax optimization, risk management, student-loan strategy, retirement and legacy planning, then monitors and adjusts over time. Portfolios are primarily implemented with ETFs, with custody support including Charles Schwab.
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Investment Themes
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Owner & Executives
MOHUA DAS
Certified Financial Planner, Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #5242322
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,653,393 | -- |
| Non-Discretionary | $1,386,988 | -- |
| Total | $39,040,381 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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