Pacific Oak Wealth Management LLC
Pacific Oak Wealth Management LLC (CRD# 226649) is a financial advisory firm headquartered in Los Angeles, CA. They manage $700,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts14ACCOUNTS
Average Account Value$50,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Shonty Spatola (CRD# 6104598) is an Investment Advisor Representative working at Pacific Oak Wealth Management LLC in Los Angeles, CA and has over 4 years of experience in the finance industry. Shonty Spatola 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.