OAKLEIGH WEALTH SERVICES

Legal name: PAGE WEALTH SERVICES, LLC

CRD 323914File 801-137086

APPROVED

Retail clients

Custody

Filing as of Jul 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$102.5M

Bottom 25% of cohort (national)

Discretionary AUM

$102.5M

Clients

257 accounts

Employees

Bottom 25% of cohort in VA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Aug 14, 2026
Principal office: 5793 THE SQUARE, SUITE 9, CROZET, VA, 22932
Phone: (434) 422-5220
Website: https://www.oakleighwealth.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $102.5M
Discretionary AUM: $102.5M
Non-discretionary AUM: $0
Discretionary accounts: 257
Non-discretionary accounts: 0
Total accounts: 257
AUM per client: $2.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	31	$92.4M
Individuals (other than high net worth individuals)	20	$10.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Registration	—	APPROVED
Aug 17, 2026	Aum	—	102494493
Aug 17, 2026	Clients	—	51
Aug 17, 2026	Accounts	—	257
Aug 17, 2026	Employees	—	2
Aug 17, 2026	Custody	—	true
Aug 17, 2026	Disclosures	—	false

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.