| Entity Name: | OAKTRUST WEALTH ADVISORS, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Date Formed: | 03 Mar 2014 (Companies founded in March 2014) |
| Business ALEI: | 1133642 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 49 SADDLE RIDGE ROAD, WILTON, CT, 06897, United States |
| Mailing address: | 49 SADDLE RIDGE RD, WILTON, CT, United States, 06897 |
| ZIP code: | 06897 (Companies in Fairfield, 06897) |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | nzizz@oaktrustllc.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| NICHOLAS ZIZZADORO | Agent | 49 SADDLE RIDGE ROAD, WILTON, CT, 06897, United States | 49 SADDLE RIDGE ROAD, WILTON, CT, 06897, United States | +1 203-858-4364 | nzizz@oaktrustllc.com | 49 SADDLE RIDGE ROAD, WILTON, CT, 06897, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| THOMAS J. PAPA | Officer | 49 SADDLE RIDGE ROAD, WILTON, CT, 06897, United States | No data | No data | 13066 Artisan Cir, Palm Beach Gardens, FL, 33418-5601, United States |
| NICHOLAS ZIZZADORO | Officer | 49 SADDLE RIDGE ROAD, WILTON, CT, 06897, United States | +1 203-858-4364 | nzizz@oaktrustllc.com | 49 SADDLE RIDGE ROAD, WILTON, CT, 06897, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012230553 | 2024-03-14 | No data | Annual Report | Annual Report | No data |
| BF-0011318545 | 2023-01-30 | No data | Annual Report | Annual Report | No data |
| BF-0010236200 | 2022-05-17 | No data | Annual Report | Annual Report | 2022 |
| 0007136845 | 2021-02-09 | No data | Annual Report | Annual Report | 2021 |
| 0006804008 | 2020-03-02 | No data | Annual Report | Annual Report | 2020 |
| 0006369450 | 2019-02-07 | No data | Annual Report | Annual Report | 2018 |
| 0006369458 | 2019-02-07 | No data | Annual Report | Annual Report | 2019 |
| 0006073577 | 2018-02-13 | No data | Annual Report | Annual Report | 2017 |
| 0005781283 | 2017-03-03 | No data | Annual Report | Annual Report | 2016 |
| 0005320434 | 2015-04-22 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
