Data / Investment advisers / Virginia / Oakleigh Wealth Services
Oakleigh Wealth Services, Crozet, VA: $102 million AUM, SEC registered investment adviser
Oakleigh Wealth Services is an SEC registered investment adviser with its main office in Crozet, Virginia and reports $102 million in regulatory assets under management in its Form ADV filed October 16, 2026. Its clients include high net worth individuals and individuals. It is paid through hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 323914
- SEC file number
- 801-137086
- SEC status
- Approved, effective August 14, 2026
- Legal name
- Page Wealth Services, LLC
- Main office
- 5799 the Square Suite 9, Crozet, VA 22932
- Phone
- (434) 422-5220
- Website
- oakleighwealth.com
- Regulatory AUM
- $102,494,493 in the Form ADV filed October 16, 2026
- Discretionary AUM
- $102,494,493
- Accounts
- 257
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 31 | $92.4 million |
| Individuals (other than high net worth individuals) | 20 | $10.1 million |
Other advisers in Virginia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Highstone Group | Richmond | $263.9 million | Not listed | adviserinfo.sec.gov |
| Keystone Asset Management, Inc. | McLean | $261 million | Not listed | adviserinfo.sec.gov |
| Cobblestone Asset Management | Richmond | $258.9 million | Not listed | adviserinfo.sec.gov |
| Argo Wealth Advisory, LLC | McLean | $256.2 million | Not listed | adviserinfo.sec.gov |
| Alpha Advisors, LLC | Richmond | $256.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Oakleigh Wealth Services on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.