$18.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
106 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- OptimaVector meridian +more
- Established Date
- 12-14-2020
- Office Locations
- 1
Office Locations
301 N. Lake AVE Suite 600 Pasadena CA
About Oakgrowth Wealth Management LLC
Oakgrowth Wealth Management LLC is a Pasadena, CA-based independent RIA providing financial planning and investment planning, including tax, estate, and insurance planning. The firm emphasizes active management, asset allocation, and risk management, building portfolios primarily with ETFs and public funds/mutual funds. Custody is via Charles Schwab.
Team overview
-- AVG AGE
$18.3M AVG AUM / ADVISOR
$172.5K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Custodian
Meridian unison Eagle fusion
Investment Themes
Ember alpha Capital Beacon
Investment Vehicles
Summit
Services
Timber Frontier Optima Foundation Eagle Wave focus
Technology
Ridge Pathway atlas Quantum harbor
Owner & Executives
DAVID BASSAM HINDI
Chief Compliance Officer, Founder, Owner
- CRD
- #2958810
- Ownership
- 75% or more
(540) 844-7862
pioneer.value@pathwaycapital.com
in linkedin.com/in/vertex-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $18,286,390 | -- |
| Total | $18,286,390 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,501,995
Public Funds:
45.1% Equity - Exchange:
13.9% Cash:
41.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,081,963,311 | 45.1% |
| Equity - Exchange | $641,669,402 | 13.9% |
| Cash | $1,892,693,919 | 41.0% |
| Total | $4,616,326,632 | 100.0% |