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Managing Partner and Chief Compliance Officer · Oaktrust Wealth Advisors, LLC

Thomas J. Papa

CRD 3222264 · Named on Form ADV at one SEC-registered adviser

At a glance

Oaktrust Wealth Advisors, LLC, an SEC-registered wealth manager with $285 million in regulatory assets, lists Thomas J. Papa on its Form ADV as Managing Partner and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Thomas’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.