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OAK HILL WEALTH ADVISORS, LLC

LANSDOWNE, VA · CRD 318606 · IAPD ↗ · oakhillwa.com · 703-673-7034

$603.2MRegulatory AUM
5Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — OAK HILL WEALTH ADVISORS, LLC (LANSDOWNE, VA) left the SEC roster (was $603.2M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2024 — OAK HILL WEALTH ADVISORS, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — OAK HILL WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($485.5M -> $542.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
71
April 2024 — OAK HILL WEALTH ADVISORS, LLC grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.