# Crimson Oak Wealth Management

Crimson Oak Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 171360
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171360

## About

Crimson Oak Wealth Management, LLC is a state-registered investment adviser in Lexington, KY. The firm manages $39 million in assets, $38 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who are the principals or founders of Crimson Oak Wealth Management?

Public records do not identify the principals or founders of Crimson Oak Wealth Management. The firm's ownership and leadership remain undisclosed in available sources.

### What is the AUM of Crimson Oak Wealth Management?

Crimson Oak's assets under management are not publicly disclosed. As a private advisory firm, it does not report AUM in SEC filings or public communications.

### Where is Crimson Oak Wealth Management headquartered?

The firm's headquarters location is not publicly available. No address or city has been confirmed through official sources.

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Last updated: 2026-07-06T01:24:14.882Z

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