RIA Intel›Advisers›California›OAKTREE WEALTH GROUP INC.

OAKTREE WEALTH GROUP INC.

Advisory

BREA, CA

Data as of Jan 8, 2026 · Source: SEC Form ADV

Rank in CA

#4,646

of 5,480 advisers by AUM

Average account

$464K

across 22 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 8, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

12 clients

The full client-type breakdown and the share of AUM each category represents.

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

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