# Oaktree Wealth Group Inc.

> Oaktree Wealth Group Inc. is a state-registered investment advisory firm in Brea, CA, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 8, 2026.

- CRD: 167388
- Filed as: OAKTREE WEALTH GROUP INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Brea, CA
- Filing period: October 2026
- Form ADV filing dated: January 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167388
- AdvisorCensus page: https://advisorcensus.com/firm/oaktree-wealth-group-inc-brea-ca-167388

## Quick answers

**How is Oaktree Wealth Group Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Oaktree Wealth Group Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Oaktree Wealth Group Inc. located?**
Oaktree Wealth Group Inc.'s principal office is in Brea, CA, according to its Form ADV.

**Is Oaktree Wealth Group Inc. registered with the SEC or a state?**
Oaktree Wealth Group Inc. is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 167388.

**How much does Oaktree Wealth Group Inc. manage?**
Oaktree Wealth Group Inc. reports $10,202,907 in regulatory assets under management in its Form ADV filing dated January 8, 2026 (100% discretionary).

**What types of clients does Oaktree Wealth Group Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12).

**Does Oaktree Wealth Group Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/167388

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $10,202,907
- Discretionary: $10,202,907
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $10,202,907 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oaktreewealthgroup.com
- LinkedIn @david-chong-cfa-cfp-51189b20
- X @oaktreewg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oaktree Wealth Group Inc. (CRD 167388): Form ADV filing data as of October 2026.