Oakleigh Wealth Services: new SEC registration, $102M AUM, Crozet, VA
Oakleigh Wealth Services (Crozet, Virginia): new SEC registration, $102M AUM, Crozet, VA. Its amount of 102 is below the median of 134 (13th percentile). Dated 82 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 102 · 13th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 19 related VA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Oakleigh Wealth Services |
| Legal name | Page Wealth Services, LLC |
| CRD | 323914 |
| Status | Approved |
| Registered with the SEC | 2026-08-14 |
| Latest Form ADV filing | 2026-09-30 |
| Location | Crozet, VA, United States |
| Regulatory AUM | $102,494,493 |
| Accounts | 257 |
| Employees | 2 |
| Website | https://www.oakleighwealth.com/ |
| amount percentile | 13th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (20 VA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-14
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (VA first): Activ8 Family Office LLC · Bellars Harris Wealth Management · Steelhead Wealth Management · Mwa Investments, LLC · Wacona Capital, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Oakleigh Wealth Services and 20 Virginia peers
- Virginia NewRiaPulse records like this one: 20
- Oakleigh Wealth Services's amount: 13th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Virginia peer: $4,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $102M under management.
- Website on file.
What is the NewRiaPulse record for Oakleigh Wealth Services in Crozet, Virginia?
Oakleigh Wealth Services received SEC registration as an investment adviser (2026-08-14) with $102,494,493 in regulatory assets under management, based in Crozet, VA.
How does Oakleigh Wealth Services compare to other Virginia NewRiaPulse records?
Its amount of 102 is below the median (13th percentile); smaller records often move faster and face less competition. It is 82 days old; check the official source for later updates before acting.
Oakleigh Wealth Services vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Oakleigh Wealth Services | Crozet, VA | 102 | 13th | 2026-08-14 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 | |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.