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Oakgrowth Wealth Management LLC
OAKGROWTH WEALTH MANAGEMENT LLC is a state-registered investment adviser in PASADENA, CA. It manages approximately $18 million in regulatory assets.
Overview
OAKGROWTH WEALTH MANAGEMENT LLC is a state-registered investment adviser in PASADENA, CA. It manages approximately $18 million in regulatory assets. The firm has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Oakgrowth Wealth Management?
The firm's leadership and investment committee are not publicly named in available SEC filings or other widely accessible sources. As a registered investment adviser, it must disclose key personnel to regulators, but those names are not part of the public record accessible through common databases.
What types of clients does Oakgrowth Wealth Management serve?
The firm's RIA registration is in a category that generally serves high-net-worth individuals, family offices, and trusts. The exact client minimums or wealth thresholds are not disclosed.
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