# Oak Tree Advisory Services

Oak Tree Advisory Services is a Bank / Wealth / Trust based in Prescott Valley, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Prescott Valley, United States
- **Region:** North America
- **Address:** Prescott Valley, AZ, United States
- **Founded:** 1985
- **Assets under management:** Undisclosed
- **Website:** https://www.oaktreemediation.com

## Regulatory record

- **CRD number:** 105883
- **SEC file number:** 801-25846
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105883

## About

Oak Tree Advisory Services is an SEC-registered investment adviser since 1985. The firm manages $25 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### How does Oak Tree Advisory Services source and execute investments?

There is no public record of proprietary deal sourcing or direct-investment activity. The firm's classification points to a managed-account or fund-selection model common among trust-department and private-bank advisory desks, where execution flows through third-party managers rather than in-house deal teams.

## Related profiles

- [Oak Root (ORL)](https://altss.com/profile/oak-root-orl)
- [Oak Tree Investment Advisors](https://altss.com/profile/oak-tree-investment-advisors)

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Last updated: 2026-08-10T19:36:47.593Z

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