# Oakleigh Wealth Services

> Oakleigh Wealth Services is an SEC-registered investment advisory firm in Crozet, VA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 323914
- Filed as: OAKLEIGH WEALTH SERVICES
- Legal name: Page Wealth Services, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Crozet, VA
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323914
- AdvisorCensus page: https://advisorcensus.com/firm/oakleigh-wealth-services-crozet-va-323914

## Quick answers

**How is Oakleigh Wealth Services compensated?**
On its Form ADV (Item 5.E, October 2026), Oakleigh Wealth Services reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Oakleigh Wealth Services located?**
Oakleigh Wealth Services' principal office is in Crozet, VA, according to its Form ADV.

**Is Oakleigh Wealth Services registered with the SEC or a state?**
Oakleigh Wealth Services is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 323914.

**How much does Oakleigh Wealth Services manage?**
Oakleigh Wealth Services reports $102,494,493 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary).

**What types of clients does Oakleigh Wealth Services serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (31); individuals (other than high net worth individuals) (20).

**Which custodians does Oakleigh Wealth Services use?**
Oakleigh Wealth Services' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC, Charles Schwab & Co., Inc. and TIAA-CREF Individual & Institutional Services, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Oakleigh Wealth Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323914

**Does Oakleigh Wealth Services state an account minimum?**
Its Form ADV Part 2A brochure dated July 15, 2026 says: "We do not have a minimum account size requirement or require a minimum amount of investable assets to receive our services."

**What changed in Oakleigh Wealth Services' recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 15, 2026)

- Account minimum: None

> We do not have a minimum account size requirement or require a minimum amount of investable assets to receive our services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Charles Schwab & Co., Inc.
- TIAA-CREF Individual & Institutional Services, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $102,494,493
- Discretionary: $102,494,493
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $10,073,525 |
| High net worth individuals | 31 | $92,420,968 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oakleighwealth.com
- Facebook @OakleighWealth
- Instagram @oakleighwealth
- LinkedIn @oakleighwealth

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oakleigh Wealth Services (CRD 323914): Form ADV filing data as of October 2026.