# Mohua Das

> Mohua Das is a fee-only financial advisor at Crimson Oak Wealth Management in Lexington, Kentucky, who holds the CFP credential. Mohua focuses on physicians & residents, estate & legacy planning and retirement planning. Crimson Oak Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/mohua-das/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Crimson Oak Wealth Management
- **Based in:** Lexington, Kentucky
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $39.0M across 166 accounts
- **Credentials:** CFP
- **Specialties:** Physicians & residents, Estate & legacy planning, Retirement planning, Student loans
- **Works with:** Physicians, High earners, Multi-generational families
- **CRD:** 5242322 (https://adviserinfo.sec.gov/individual/summary/5242322)
- **SEC registration:** Investment adviser representative in KY, OH, TX
- **Exams passed:** Series 66 (2007)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.crimsonoakwm.com

## Frequently asked questions

### Is Mohua Das a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mohua holds no broker registration, and Crimson Oak Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Mohua charge for financial advice?

Mohua's firm, Crimson Oak Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Mohua Das based?

Mohua Das is based in Lexington, Kentucky.

### What does Mohua specialize in?

Mohua's specialties include physicians & residents, estate & legacy planning, retirement planning and student loans. Mohua works with physicians, high earners and multi-generational families.

### What credentials does Mohua Das hold?

Mohua Das holds the CFP credential.

### Is Mohua Das registered with the SEC?

Yes. Mohua Das is registered as an investment adviser representative in KY, OH and TX (CRD 5242322), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Crimson Oak Wealth Management manage?

Crimson Oak Wealth Management reports $39.0M across 166 accounts in assets under management.

### How do I contact Mohua Das?

Through Mohua's website, www.crimsonoakwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5242322): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.crimsonoakwm.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.