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OAKLEIGH WEALTH SERVICES

CROZET, VA · CRD 323914 · IAPD ↗ · oakleighwealth.com · (434) 422-5220

$102.5MRegulatory AUM
2Advisory reps
2Employees
12Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — OAKLEIGH WEALTH SERVICES (CROZET, VA) is newly SEC-registered with $102.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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