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Oakleigh Wealth Services
OAKLEIGH WEALTH SERVICES is an SEC-registered investment adviser in CROZET, VA. The firm manages approximately $82 million in regulatory assets.
Oakleigh Wealth Services
OAKLEIGH WEALTH SERVICES is an SEC-registered investment adviser in CROZET, VA. The firm manages approximately $82 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Sector focus
Frequently asked questions
What services does Oakleigh Wealth Services provide?
Oakleigh Wealth Services offers multi-family office services including investment management, tax planning, estate planning, and administrative support for wealthy families. The firm consolidates these functions into a single provider to simplify oversight (per public record).
Who are the principals at Oakleigh Wealth Services?
Oakleigh Wealth Services does not publicly name its principals or leadership team. The firm may elect to keep this information confidential for privacy reasons typical of multi-family offices.
Does Oakleigh Wealth Services invest directly in private equity or venture capital?
Oakleigh Wealth Services' investment strategy is not publicly detailed. As a multi-family office, it may facilitate direct investments for clients, but there are no confirmed portfolio companies or deal disclosures (per public record).
Is Oakleigh Wealth Services a single-family office or a multi-family office?
Oakleigh Wealth Services is structured as a multi-family office, meaning it serves multiple unrelated families rather than a single family's wealth per the firm's name and public classification.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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