Oak Tree Wealth Management LLC Salary

As of July 2026, the average annual salary for employees at Oak Tree Wealth Management LLC in the United States is $105,396. This translates to an approximate hourly wage of $51. Salaries at Oak Tree Wealth Management LLC typically range from $92,634 to $119,232 annually, reflecting the diverse roles and experience levels within the company.

How Much Does Oak Tree Wealth Management LLC Pay for Different Roles?

Explore detailed salary information for specific jobs at Oak Tree Wealth Management LLC. Based on our data, the highest paying job is the Financial Advisor, with an annual salary of $54,224. The table below outlines the annual salary ranges for most popular roles within the company.
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Current Job Openings at Oak Tree Wealth Management LLC

Ready for your next career move? Explore current job openings at Oak Tree Wealth Management LLC. Use the search tool below to find available positions by title and location and apply directly to start your career.

Is Oak Tree Wealth Management LLC’s Pay Competitive? Salary Benchmarking Analysis

How does Oak Tree Wealth Management LLC's compensation stack up against the industry and its key competitors? Our salary benchmarking analysis provides a clear comparison. The chart below visualizes this comparison alongside select peer companies.
Competitor / Benchmark Avg. Salary Variance Primary Market Influence Factor & Explanation
K R J Management Inc $89,721
-14.9%
Normalized for lower cost-of-living zones where K R J Management Inc primarily operates.
A Meadows Property Management $100,322
-4.8%
A Meadows Property Management likely leverages performance bonuses over the high base salary shown here.
Seeds of Change $94,753
-10.1%
Typical compensation structure for smaller regional agencies like Seeds of Change.
Kynd Consulting Inc $104,984
-0.4%
Suggests Kynd Consulting Inc utilizes a highly similar base-plus-benefits compensation model.
Business Services Industry $120,931
+14.7%
Pay variances are driven by organizational scale, specialized skill requirements, or geographic cost-of-living factors.
Need More Granular Data? The analysis above provides a high-level market overview. To benchmark specific job codes, adjust for real-time cost-of-living changes, or access verified HR-reported datasets, upgrade to Salary.com for Business. Precision matters when building your compensation strategy.

Employee Reviews: Working at Oak Tree Wealth Management LLC

Considering a career at Oak Tree Wealth Management LLC? Explore authentic employee reviews to learn about the work environment, career growth opportunities, pay transparency and benefits. These first-hand insights can help you set realistic compensation expectations and make informed career decisions.
Expanded training programs upskilled our team, not just delivered outputs. I’ve been given opportunities to lead initiatives, which has helped me grow professionally. The technology infrastructure makes it easy to connect with colleagues worldwide, and there's a strong culture of knowledge sharing. Most teams function independently, and collaboration is limited.
From onboarding to daily operations, the employee experience is well-managed. My manager is a fantastic advocate for me and my team. Their proactive approach has made collaboration smooth and productive. The atmosphere is quiet and respectful, though not particularly energetic. Positive vibe and strong mentorship.
Reliable and efficient. We provide services that genuinely help other businesses grow and succeed. It’s a place where everyone is respected for who they are. This clarity helps us understand how our individual contributions directly support the company's overarching financial objectives. Ethical practices are at the core of how this company operates. Management consistently checks in on team moral...

Oak Tree Wealth Management LLC Overview

Website
www.oaktreewealth.com
Founded In
2008
Employees
<25 employees
Industry
Business Services
Headquarter Address
2697 Derby Dr San Ramon California CA 94583
Revenue
<$5 Million
Phone Number
+1 9252759400
Social Media
About Oak Tree Wealth Management LLC
At Oak Tree Wealth Management, we pride ourselves in a fee-based partnership philosophy with you, our clients.

What Benefits Does Oak Tree Wealth Management LLC Offer Beyond Salary?

A competitive compensation package is more than just a salary. Oak Tree Wealth Management LLC offers a comprehensive benefits package designed to support your health, financial future, and overall well-being. Below are the most common key benefits:
Social Security
401(K)
Disability
Healthcare
Pension
Time Off (days)
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What Is the Cost of Living Near San Francisco?

Understanding the cost of living near San Francisco is key to truly evaluating a salary offer or your current compensation at Oak Tree Wealth Management LLC.
San Francisco's Cost of Living Index is approximately 243.5 (143.5% more expensive than US average; 74.2% more than CA average). One of the most expensive cities globally, extreme housing costs, high transportation, and very high prices for all goods/services. When planning your budget based on a salary from Oak Tree Wealth Management LLC, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $3,200 - $5,000+ A significant portion of Oak Tree Wealth Management LLC salary. Location choices impact this heavily.
Utilities (Basic) $200 - $320 Electricity, Heating, Cooling, Water etc.
Public Transportation $81 (Muni Monthly Pass 'M') Essential for most commuters; car ownership is costly.
Groceries (Single Person) $550 - $850 Can be higher with more dining out or specialty stores.
Personal & Leisure $600 - $1,200+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $450 - $850+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $5,081 - $8,221+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of Oak Tree Wealth Management LLC

1. What is the estimated average total compensation at Oak Tree Wealth Management LLC?

Salary.com estimates that the average total compensation package at Oak Tree Wealth Management LLC, which can include base salary, potential bonuses, and benefits, is around $105,396 annually . Total compensation provides a more holistic view of an employee's earnings.

2. How much does Oak Tree Wealth Management LLC pay compared to K R J Management Inc?

The average annual salary at Oak Tree Wealth Management LLC is $105,396, or an hourly wage of $51, in comparison to K R J Management Inc which pays $89,721 per year or $43 per hour.

3. What's the typical salary progression for an employee moving from an entry-level to a senior role at Oak Tree Wealth Management LLC?

Salary progression from an entry-level to a senior role at Oak Tree Wealth Management LLC can be significant, often involving several promotions and substantial pay increases. For example, an entry-level Analyst might see their salary potentially double or more as they progress to a Senior Manager or Director position over several years, assuming strong performance and development.

4. How can I determine if a salary offer from Oak Tree Wealth Management LLC in San Francisco is fair given the local cost of living?

To determine if a salary offer from Oak Tree Wealth Management LLC in San Francisco is fair, first compare the gross salary to our data for similar roles at Oak Tree Wealth Management LLC and its competitors (see our similar company salaries section) . Then, critically, use our "Cost of Living Insights for San Francisco" to understand its purchasing power.

5. Are promotions at Oak Tree Wealth Management LLC usually accompanied by a significant salary increase?

Yes, promotions at Oak Tree Wealth Management LLC are generally accompanied by a salary increase. The amount of the increase typically reflects the greater responsibilities, skills, and scope of the new role. The percentage increase can vary widely depending on the level of promotion and the company's compensation structure.