← Back to searchVisit website
OWL AND ORE WEALTH PLANNING
OWL AND ORE LLC
CRD 283734
3478 BUSKIRK AVE #1000, PLEASANT HILL, CA, 94523, United States
Phone
(925) 719-9297
Fax
(925) 891-8684
Registration
— (—)
Source
State registered
Total AUM
$57.3M
Discretionary AUM
$57.3M
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $19.1M |
| High net worth individuals | 24 | $38.2M |
All web addresses on file
Official SEC filing: View on IAPD