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OAKTREE WEALTH GROUP INC.
CRD 167388
135 S. STATE COLLEGE BLVD, STE 200, BREA, CA, 92821, United States
Phone
949-514-8588
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$10.2M
Discretionary AUM
$10.2M
Team
1 total employees; 1 advisory reps; 45 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Other (specify)
Filing date
2026-01-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $10.2M |
All web addresses on file
Official SEC filing: View on IAPD