# Oakgrowth Wealth Management LLC

Oakgrowth Wealth Management LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 311604
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311604

## About

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.

## 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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Last updated: 2026-08-14T12:30:00.000Z

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