OAKTREE WEALTH GROUP INC.

Overview

Oaktree Wealth Group Inc. is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management and advisory services. The firm operates as a capital allocator, relying primarily on third-party managers and public mutual funds to construct client portfolios rather than running large in-house proprietary strategies. Its fee model is flexible—charging a percentage of AUM as well as offering hourly and fixed-fee engagements—which supports both ongoing asset management relationships and advice-only arrangements. The firm provides educational seminars and the selection of other advisers as part of its service set, but it does not identify as an active ESG investor and does not present itself as a multi-state or pension consulting specialist. Investment activity centers on liquid public funds for core allocations, with selective use of third-party alternative managers for private credit and other nontraditional exposures. The firm’s advisory services include financial planning, portfolio management for individuals and small businesses, and structured selection of outside advisers, indicating a client-facing, fiduciary model focused on custom solutions for a relatively small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices