# Oakridge Financial Planning LLC

Oakridge Financial Planning LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** oakridgefinancialplanning.co.uk

## Regulatory record

- **CRD number:** 335725
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335725

## About

OAKRIDGE FINANCIAL PLANNING LLC is a state-registered investment adviser. The firm manages approximately $90,745 in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Oakridge Financial Planning LLC?

No named principals or investment decision-makers have been publicly identified for Oakridge Financial Planning LLC. The firm does not appear in any known publication, regulatory filing, or industry directory that lists its leadership.

### Does Oakridge Financial Planning LLC participate in fund commitments or only direct deals?

No information is available on whether Oakridge Financial Planning LLC commits to external funds or pursues direct investments. The firm has no publicly recorded fund commitments or direct deal activity in accessible databases or news archives.

### What is Oakridge Financial Planning LLC's known posture on co-investments alongside external GPs?

Oakridge Financial Planning LLC's posture on co-investments is unknown, as the firm has not confirmed any co-investment activity. Without public disclosures, it is not possible to assess its willingness to participate in syndicated deals.

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- [Peartree Advisory](https://altss.com/profile/peartree-advisory)
- [New West Asset Management](https://altss.com/profile/new-west-asset-management)

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Last updated: 2026-08-10T23:49:37.812Z

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