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Oak Barrel Wealth Advisory LLC Info

Oak Barrel Wealth Advisory LLC info

Oak Barrel Wealth Advisory LLC (SEC CIK 2116315) first filed with the SEC on 2026-05-07 (Form 13F-HR) and has filed 3 times since, including 2 Form 13F-HR quarterly holdings reports. It is organized in VA and registered at 12030 SUNRISE VALLEY DRIVE, SUITE 325, RESTON, VA, 20191.

  • Name: Value Oak Barrel Wealth Advisory LLC.
  • SEC CIK: Value 2116315.
  • State of organization: Value VA.
  • Business address: Value 12030 SUNRISE VALLEY DRIVE, SUITE 325, RESTON, VA, 20191.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameOak Barrel Wealth Advisory LLC
SEC CIK2116315
State of organizationVA
Business address12030 SUNRISE VALLEY DRIVE, SUITE 325, RESTON, VA, 20191
Mailing address12030 SUNRISE VALLEY DRIVE, SUITE 325, RESTON, VA, 20191
Phone(571) 313-5125
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2026-05-07 (Form 13F-HR)
Latest SEC filing2026-08-21 (Form N-PX)
Filings on EDGAR3
First Form 13F-HR2026-05-07 (quarter ended 2025-12-31)
Latest Form 13F-HR2026-08-07 (quarter ended 2026-06-30)
Form 13F-HR filings2

Filings by Form

FormFilingsLatest
13F-HR22026-08-07
N-PX12026-08-21

Filings by Year

YearFilingsForm 13F-HR
202632

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