# OAKGROWTH WEALTH MANAGEMENT LLC

OAKGROWTH WEALTH MANAGEMENT LLC of PASADENA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 311604
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311604/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311604/similar
- Related entities: https://search.stillhousedata.com/firm/311604/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311604

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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.