Fee-only adviser · Brea, CA
Oaktree Wealth Group Inc.
Oaktree Wealth Group Inc. is a fee-only investment adviser registered with the securities regulator of California, with its main office in Brea, California. On its latest Form ADV, filed January 8, 2026, it reports $10M in regulatory assets under management, 12 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 | 167388 |
| Office | 135 S. State College Blvd Ste 200 Brea, CA 92821 |
| Phone | (949) 514-8588 |
| Website | www.oaktreewealthgroup.com |
| Regulatory assets under management | $10M |
| Individual clients | 12 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 8, 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 Brea
- Lighthouse Financial Services Inc $473M
- Anchor Financial Group $102M
- Layari Financial $9.1M
- Lucidity Wealth Advisors Inc. $21M
- Sackett Wealth Advisors, Inc. $212M
See all 6 fee-only advisers in Brea →
Nearby
- Placentia 1 firm
- Yorba Linda 1 firm
- Fullerton 2 firms
- Diamond Bar 3 firms
- Anaheim 4 firms
- Chino Hills 1 firm
- Hacienda Heights 1 firm
- Whittier 2 firms
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