# OakTrust Wealth Advisors

OakTrust Wealth Advisors is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** oaktrustwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/oaktrustwealthadvisors

## Regulatory record

- **CRD number:** 170827
- **SEC file number:** 801-110788
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-06T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170827

## About

Welcome to OakTrust Wealth Advisors, an independent investment management and retirement planning firm managed by Nicholas Zizzadoro, CPA, PFS, ChFC, CLU and Thomas J. Papa, CPA. We provide comprehensive wealth management services to a select group of individuals and businesses, including:

## Sectors

- Wealth Management
- Private Wealth

## Questions

### What is OakTrust's regulatory structure, and how does it affect a family's engagement?

OakTrust operates inside a bank or trust-company charter, which means it is subject to regulatory capital requirements and examination by state or federal banking regulators. That charter allows the firm to serve as a directed trustee — a fiduciary role that unregistered family offices and RIAs cannot fill. For families with wealth held inside multi-generational trust structures, the trustee relationship is embedded in the trust instrument itself and cannot be terminated at will, giving OakTrust a permanent governance role that outlasts any investment advisory agreement.

## Related profiles

- [Oakhurst Capital Advisors](https://altss.com/profile/oakhurst-capital-advisors)
- [Oakwood Capital](https://altss.com/profile/oakwood-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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