OAKGROWTH WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- PASADENA, California
- CRD number
- 311604
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals47.21%
- HNWI37.56%
- Pooled Investment Vehicles15.23%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Oakgrowth Wealth Management LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves both individual and family clients as well as institutional relationships, and provides financial planning and portfolio management for individuals and small businesses. Compensation is through a combination of asset-based fees and fixed fees. Oakgrowth does not identify as an active ESG investor and is not classified as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities40%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1DAVID HINDI
Founder and CEOCRD 2958810
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PASADENA, CA
LOS ANGELES
Location
PASADENA, CA
Headquartered in PASADENA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 301 N Lake Ave
- Time zone
- PT (UTC-8)
- Office locations
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