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FIRM PROFILE
Overview
BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC is located at 225 Liberty Street 35th Floor, New York, NY 10281 and was first established at New York, Delaware in 02/04/2021. After operating for 4 years, BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC’s clients are individuals and 0% of their clients are high net worth individuals. BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC Comes From
Understanding the Statistics for BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
225 Liberty Street 35th Floor, New York, NY 10281
250 Vesey Street 15th Floor, New York, NY 10281
Small
(212) 549-8380
Delaware since 02/04/2021
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC
William Joseph O'sullivan JR
Robert P Hinnant
Oscar J Isoba
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