# OAKTREE WEALTH GROUP INC.

OAKTREE WEALTH GROUP INC. of BREA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 167388
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167388/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167388/similar
- Related entities: https://search.stillhousedata.com/firm/167388/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167388

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.