Oaktree Wealth Group Inc.

Oaktree Wealth Group Inc. (CRD# 167388) is a financial advisory firm headquartered in Brea, CA. They manage $847,090 in 2 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Oaktree Wealth Group Inc.
Showing 1 - 1 of 1 top financial advisors.
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 11 years of experience in the finance industry. David Chong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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