$10.2M Total AUM
$10.2M Disc. AUM
-- 3Y CAGR
1 Employees
57 ADV. Clients
13 yrs Firm Age
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- Custodian
- Altruist · Betterment · Charles Schwab & Company · Empower · TD Ameritrade
- Clients
- Retail
- Platforms
- Vector
- Established Date
- 06-24-2013
- Office Locations
- 1
Office Locations
135 S. State College Blvd STE 200 Brea CA
About Oaktree Wealth Group Inc.
Oaktree Wealth Group is a fee-only, independent RIA providing fiduciary wealth advisory, financial planning, and portfolio management for individuals and families, including entrepreneurs and business owners. The firm emphasizes prudent, goal-based investment decisions and risk-managed asset allocation without product restrictions. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$10.2M AVG AUM / ADVISOR
$179.0K AVG AUM / CLIENT
13.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
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Asset Classes
Beacon Crest timber
Client Personas
Focus Vital
Custodian
Insight
Fund Managers
Element
Investment Themes
Vertex Legacy Prime
Investment Vehicles
Harbor value
Services
Crest quantum Value Optima legacy Focus eagle Crest alpha Peak horizon Vector eagle Element optima Harbor legacy Catalyst oak Fusion bridge
Technology
Catalyst
Owner & Executives
D
DAVID YOON CHONG
Chief Compliance Officer, Owner, President, Wealth Advisor
- CRD
- #5254063
- Ownership
- 75% or more
(949) 685-8704
prime.frontier@insightcapital.com
in linkedin.com/in/matrix-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,202,907 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,202,907 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,202,907
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $521,764,765 | 100.0% |
| Total | $521,764,765 | 100.0% |