OAKTREE WEALTH GROUP INC.

OAKTREE WEALTH GROUP INC. of BREA, CA is an SEC-registered investment adviser (CRD 167388). Regulatory assets under management: $10.2M.

Registration

• CRD: 167388
• Type: Registered investment adviser
• Location: 135 S. STATE COLLEGE BLVD, BREA, CA, 92821
• Phone: 949-514-8588
• Latest filing: 2026-01-08
• Regulatory AUM: $10.2M
• Discretionary AUM: $10.2M
• Clients: 1
• Accounts: 22

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167388 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search