RIA Intel›Advisers›Kentucky›CRIMSON OAK WEALTH MANAGEMENT, LLC

CRIMSON OAK WEALTH MANAGEMENT, LLC

Advisory

LEXINGTON, KY

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$235K

across 166 accounts

AUM per adviser

$39M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$39M

Discretionary AUM$38M

Non-Discretionary AUM$1M

Discretionary %96.4%

Total Clients50

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKY, OH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

50 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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