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OAKGROWTH WEALTH MANAGEMENT LLC

Advisory

PASADENA, CA

Data as of May 29, 2026 · Source: SEC Form ADV

Rank in CA
#4,341
of 5,480 advisers by AUM
Average account
$345K
across 53 accounts
AUM per adviser
$18M
1 adviser

Source: SEC Form ADV. Figures as filed May 29, 2026.

Total AUM
$18M
Discretionary %
0%
Clients
53
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$18M
Discretionary AUM$0
Non-Discretionary AUM$18M
Discretionary %0%
Total Clients53
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

VALUEVEST MANAGEMENT COMPANY II, LLC
SAN FRANCISCO, CA
$18M
+35.6% 1Y
HERMITAGE ADVISORS, LTD.
$18M
PJ SCAVUZZO, INC.
$18M
SIVIA CAPITAL INVESTMENTS, LLC
SAN FRANCISCO, CA
$18M
+59.9% 1Y
RALPH HENRY CECHETTINI, DBA, CIM PORTFOLIO ADVISORS
SAUSALITO, CA
$18M
+38.8% 1Y
TAYLOR, NIGEL BRIAN
$18M

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