# Oaktree Financial Planning, LLC

Oaktree Financial Planning, LLC is a Multi Family Office based in Fort Collins, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Fort Collins, United States
- **Region:** North America
- **Address:** Unknown, United States
- **Assets under management:** Undisclosed
- **Website:** oaktreefinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/sunitbhalla

## Regulatory record

- **CRD number:** 147478
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147478

## About

OAKTREE FINANCIAL PLANNING, LLC is a state-registered investment adviser in FORT COLLINS, CO. The firm manages approximately $90 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Financial Planning
- Wealth Management
- Multi-Family Office

## Related profiles

- [MICHAEL P LYNCH WEALTH MANAGEMENT, LLC](https://altss.com/profile/michael-p-lynch-wealth-management-llc)
- [Optimus Capital Advisors](https://altss.com/profile/optimus-capital-advisors-llc)

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Last updated: 2026-07-06T01:24:22.248Z

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