# Owl and Ore Wealth Planning

Owl and Ore Wealth Planning is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** owlandorewealth.com
- **LinkedIn:** https://www.linkedin.com/company/owl-and-ore-wealth-planning

## Regulatory record

- **CRD number:** 283734
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283734

## About

OWL AND ORE WEALTH PLANNING is a state-registered investment adviser in Pleasant Hill, CA. The firm manages approximately $57 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### What is the firm's fiduciary responsibility to its client families?

As an RIA, Owl and Ore operates under a fiduciary standard enforced by the SEC or state securities regulator. This requires the firm to act in a client's best financial interest at all times, to disclose any potential conflicts of interest, and to seek best execution on securities trades. The fiduciary standard is stronger than the suitability standard that governs broker-dealers.

### Does Owl and Ore run its own investment funds, or does it select third-party managers?

The firm operates as an open-architecture advisory practice. It can recommend third-party mutual funds, exchange-traded funds, separately managed accounts, and private-alternative funds sourced from external managers. The absence of proprietary fund manufacturing is a deliberate feature — Owl and Ore acts as a buyer's agent on behalf of client families, not as a product wholesaler.

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Last updated: 2026-07-06T01:24:22.651Z

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