CRIMSON OAK WEALTH MANAGEMENT, LLC

CRIMSON OAK WEALTH MANAGEMENT, LLC of LEXINGTON, KY is an SEC-registered investment adviser (CRD 171360). Regulatory assets under management: $39.0M.

Registration

• CRD: 171360
• Type: Registered investment adviser
• Location: 704 SPRING MEADOWS DRIVE, LEXINGTON, KY, 40504
• Phone: 859-309-1738
• Latest filing: 2026-03-31
• Regulatory AUM: $39.0M
• Discretionary AUM: $37.7M
• Non-discretionary AUM: $1.4M
• Clients: 1
• Accounts: 166

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171360 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search