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).

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)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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 Pacific Oak Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
Shonty A. Spatola
CRD#: 6104598
11835 W Olympic Blvd, Suite 775e, Los Angeles, CA 90064

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.

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