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OAKGROWTH WEALTH MANAGEMENT LLC
CRD 311604
301 N. LAKE AVE, SUITE 600, PASADENA, CA, 91101, United States
Phone
626-585-8880
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$18.3M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 53 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $8.6M |
| High net worth individuals | 13 | $6.9M |
| Pooled investment vehicles | 3 | $2.8M |
All web addresses on file
Official SEC filing: View on IAPD