OAKGROWTH WEALTH MANAGEMENT LLC

OAKGROWTH WEALTH MANAGEMENT LLC of PASADENA, CA is an SEC-registered investment adviser (CRD 311604). Regulatory assets under management: $18.3M.

Registration

• CRD: 311604
• Type: Registered investment adviser
• Location: 301 N. LAKE AVE, PASADENA, CA, 91101
• Phone: 626-585-8880
• Latest filing: 2026-05-29
• Regulatory AUM: $18.3M
• Non-discretionary AUM: $18.3M
• Clients: 1
• Accounts: 53

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311604 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search