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Oaktree Advisors LLC

Oaktree Advisors LLC. CRD 168271

Oaktree Advisors LLC logo

CRD: 168271

Oaktree Advisors LLC

Coopersburg, PA, 18036
6108825670
$282.8M Total AUM
$282.8M Disc. AUM
-- 3Y CAGR
6 Employees
386 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
AtlasAlpha
Established Date
08-05-2013
Office Locations
1

Office Locations

6666 Passer Road Suite 4 Coopersburg PA

About Oaktree Advisors LLC

Oaktree Advisors is a family-owned, independent RIA based in Coopersburg, PA focused on family-centered retirement planning. The team provides wealth management, IRA/401(k) rollover guidance, annuity solutions, and Medicare/long-term care planning, pairing personalized advice with ongoing monitoring through its “All-Season Plan” process. Portfolios are commonly implemented with public funds and ETFs and custody is maintained at Fidelity/NFS.

Team overview

55 AVG AGE
$94.3M AVG AUM / ADVISOR
$732.6K AVG AUM / CLIENT
6.4 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Optima value Frontier ember Optima

Custodian

Capital prime

Investment Themes

Foundation

Investment Vehicles

Glacier optima Zenith

Platform

Summit frontier

Services

Oak Momentum Momentum

Technology

Harbor Legacy

Owner & Executives

PAUL EICHMAN

PAUL EICHMAN

PRINCIPAL

CRD
#5732435
Ownership
75% or more
(379) 785-1689
atlas.meridian@meridiancapital.com
in linkedin.com/in/north-crest
L

Laura Virginia Eichman

Chief Compliance Officer

CRD
--
Ownership
Less than 5%
(673) 953-5827
insight.summit@legacycapital.com
in linkedin.com/in/north-horizon

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Contacts

B

BENJAMIN EICHMAN

--

CRD
#6377621
(368) 808-2926
delta.vertex@frontiercapital.com
in linkedin.com/in/quantum-quantum
T

TRUDY ANN FEARON

Investment Advisor

CRD
#857412
(681) 490-8596
catalyst.signal@alphacapital.com
in linkedin.com/in/meridian-eagle
D

Delta zenith

Vertex matrix zenith

CRD
#57836
(275) 833-3935
frontier.oak@peakcapital.com
in linkedin.com/in/fusion-horizon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-08-2024
03-28-2025
04-14-2026
Category Assets AVG. Account size
Discretionary $282,764,728 $400,517
Non-Discretionary $0 --
Total $282,764,728 $400,517

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Separately Managed Accounts

Total SMA Asset: $282,764,728

$282.8M Total SMA
Equity - Exchange:
15.5%
Public Funds:
29.4%
Cash:
22.2%
Other:
12.3%
U.S. Government/Agency:
20.6%
Asset class Assets Assets %
Equity - Exchange $56,984,528 15.5%
Public Funds $108,086,781 29.4%
Cash $81,616,549 22.2%
Other $45,219,980 12.3%
U.S. Government/Agency $75,734,275 20.6%
Total $367,642,113 100.0%

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