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Oaktrust Wealth Advisors, LLC

Oaktrust Wealth Advisors, LLC. CRD 170827

Oaktrust Wealth Advisors, LLC logo

CRD: 170827

Oaktrust Wealth Advisors, LLC

Wilton, CT
2035630044
oaktrustllc.com
$285.0M Total AUM
$285.0M Disc. AUM
11.1% 3Y CAGR
3 Employees
236 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Goldman Sachs ยท LPL Financial
Clients
Retail
Platforms
Meridian
Established Date
07-10-2014
Office Locations
1

Office Locations

-- Wilton CT

About Oaktrust Wealth Advisors, LLC

OakTrust Wealth Advisors is an independent wealth management and retirement planning firm led by CPAs Nicholas Zizzadoro (CPA/PFS/ChFC/CLU) and Thomas J. Papa. The team serves a select group of families, retirees/pre-retirees, individuals in transition, and business owners, combining investment management and asset-allocation with estate/trust and insurance planning. Affiliated with LPL Financial; partners bring Goldman Sachs Private Wealth and Cowen experience.

Team overview

52 AVG AGE
$142.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
12 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age

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Asset Classes

Peak summit

Client Personas

Delta meridian Vital frontier

Custodian

Vertex North ember Peak Focus harbor

Investment Themes

Pioneer ridge Atlas

Investment Vehicles

Vertex beacon

Services

Pioneer pathway Insight beacon Timber Wave focus Foundation Vital vertex Summit eagle Capital vector Insight alpha

Technology

Unison

Owner & Executives

T

THOMAS JOHN PAPA

Chief Compliance Officer, Managing Partner

CRD
#3222264
Ownership
50% but less than 75%
(716) 407-4741
eagle.north@eaglecapital.com
in linkedin.com/in/focus-timber
N

NICHOLAS ZIZZADORO

Broker, Managing Partner

CRD
#2909444
Ownership
50% but less than 75%
(896) 474-8706
vector.glacier@alphacapital.com
in linkedin.com/in/crest-insight

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-11-2022
03-20-2023
02-16-2024
02-27-2025
02-06-2026
Category Assets AVG. Account size
Discretionary $285,034,723 $591,358
Non-Discretionary $0 --
Total $285,034,723 $591,358

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Separately Managed Accounts

Total SMA Asset: $285,034,723

$285.0M Total SMA
Equity - Exchange:
15.0%
Public Funds:
21.6%
U.S. Government/Agency:
10.9%
Cash:
22.6%
Municipal Bonds:
10.3%
Private Funds:
19.6%
Asset class Assets Assets %
Equity - Exchange $247,887,017 15.0%
Public Funds $356,957,304 21.6%
U.S. Government/Agency $180,131,232 10.9%
Cash $373,483,105 22.6%
Municipal Bonds $170,215,752 10.3%
Private Funds $323,905,702 19.6%
Total $1,652,580,112 100.0%

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