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Oaktree Advisors Logo
Oaktree Advisors CB Rank
1719248
Heat Score
54
Oaktree Advisors provides retirement income planning, wealth management, and life insurance services.
Founded
obfuscation
Private Coopersburg, Pennsylvania, United States1-10 www.oaktree-online.com
Consulting
Financial Services
Insurance
Wealth Management
Overview

Oaktree Advisors
Heat Score
54

Growth Score
pts
in past quarter
Heat Score 54
-7 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Oaktree Advisors

CB Rank
1719248
Oaktree Advisors provides retirement income planning, wealth management, and life insurance services.
Founded
obfuscation
Private Coopersburg, Pennsylvania, United States1-10 www.oaktree-online.com
Consulting
Financial Services
Insurance
Wealth Management

Details

Legal Name Oaktree Advisors, LLC
Operating Status Active
Company Type For Profit
Phone Number (610) 882-5670
Contact Email peichman@pksinvest.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 5
News

News and Press

News•Oct 29, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$104.4KThis year, Oaktree Advisors is projected to spend $104.4K on IT, according to Aberdeen.

Active Website Tech Count

3Oaktree Advisors is actively using 3 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m and  Wistia.
Sub-Organizations
Frequently Asked Questions

Where is Oaktree Advisors's headquarters? Oaktree Advisors is located in Coopersburg, Pennsylvania, United States.Who are Oaktree Advisors's competitors? Alternatives and possible competitors to Oaktree Advisors may include Charles Schwab, Ameriprise Financial, and  Edward Jones.
Who We Are
What We Do
Helpful Links
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