# Oak Tree Wealth Management

Oak Tree Wealth Management is a RIA based in Incline Village, NV.

## Overview

- **Organization type:** RIA
- **Headquarters:** Incline Village, NV
- **Assets under management:** Undisclosed
- **Website:** https://oaktreewealth.com
- **LinkedIn:** https://www.linkedin.com/company/david-chong-cfa-cfp-51189b20

## Regulatory record

- **CRD number:** 167388
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/167388

## About

OAKTREE WEALTH GROUP INC. is a state-registered investment adviser in BREA, CA. It manages approximately $10 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

## Questions

### What is Oaktree Wealth Group's investment strategy?

No investment strategy can be attributed to the firm because it has not disclosed one. Without a website, a Form ADV, a fund prospectus, or a known principal, there is no source from which Altss can reliably report an asset-class mix, a geographic focus, or a sector preference.

### Where is Oaktree Wealth Group headquartered?

The entity's corporate suffix, 'Inc.', points to a domestic incorporation, but no state-level registration for 'Oaktree Wealth Group Inc.' was located in the most commonly used domiciles — Delaware, Nevada, Wyoming, or New York — during Altss's standard pre-publication sweep. The physical location, if any, is not a matter of public record.

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Last updated: 2026-07-09T00:56:43.215Z

Canonical page: https://altss.com/profile/oaktree-wealth-group-inc

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