Mohua Das
Crimson Oak Wealth Management · Lexington, Kentucky
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.
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Specialties
Who they serve
- Physicians
- High earners
- Multi-generational families
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 | $39.0M across 166 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KY, OH, TX · CRD 5242322 |
| Exams passed | Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.crimsonoakwm.com |
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Questions about Mohua
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Crimson Oak Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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