Fee-only adviser · Pasadena, CA
Oakgrowth Wealth Management LLC
Oakgrowth Wealth Management LLC is a fee-only investment adviser registered with the securities regulator of California, with its main office in Pasadena, California. On its latest Form ADV, filed May 29, 2026, it reports $18M in regulatory assets under management, 50 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 311604 |
| Office | 301 N. Lake Ave Suite 600 Pasadena, CA 91101 |
| Phone | (626) 585-8880 |
| Website | www.oakgrowthwm.com |
| Regulatory assets under management | $18M |
| Individual clients | 37 non-high-net-worth, 13 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 29, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Pasadena
- Clifford Swan Investment Counselors $4.5B
- First Financial Consulting $763M
- Schnieders Capital Management, LLC. $1.1B
- Pasadena Private Wealth, LLC $1.6B
- Lake Avenue Financial LLC $155M
- The Sterling Group $471M
See all 41 fee-only advisers in Pasadena →
Nearby
- San Marino 1 firm
- South Pasadena 1 firm
- Arcadia 4 firms
- Glendale 5 firms
- Monrovia 4 firms
- Burbank 7 firms
- Hacienda Heights 1 firm
- 8605 Santa Monica Boulevard 53781 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Oakgrowth Wealth Management LLC? Update this listing.