Oaktree Wealth Group Inc.

Oaktree Wealth Group Inc. (CRD# 167388) is a financial advisory firm headquartered in Brea, CA. They manage $5,859,806 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
135 S. State College Blvd, Ste 200, Brea, CA 92821
https://www.oaktreewealthgroup.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $837,115
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Oaktree Wealth Group Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David Chong, financial advisor Brea CA
David Y. Chong
CRD#: 5254063
135 S. State College Blvd, Ste 200, Brea, CA 92821

David Chong (CRD# 5254063) is an Investment Advisor Representative working at Oaktree Wealth Group Inc. in Brea, CA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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