Investment adviser · CRD 323914
OAKLEIGH WEALTH SERVICES
Investment adviser filing (IA)
PAGE WEALTH SERVICES, LLC
CROZET, VA, United States · Form ADV filed Sep 30, 2026
- Regulatory AUM
- $102M Form ADV · Item 5.F
- Client accounts
- 257 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 31 | $92,420,968 | 90.2% |
| Individuals | 20 | $10,073,525 | 9.8% |
Filing source
Form ADV 2135543 · Sep 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Hourly · Fixed
Principal office
5799 THE SQUARE, SUITE 9CROZET, VA, 22932, United States
CRD 323914
Filing source
Form ADV 2135543 · Sep 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.