Overview

OG Private Wealth is a boutique private wealth firm in Chico, CA. Our clients range from our local town to the bay area and Los Angeles. We primarily use Dimensional Funds and Vanguard to manage client accounts. The two partners are brothers ages 38 and 36. This RIA was started in 2011 with 20 million in AUM and we have grown more than 10X in less than 10 years through client and professional referrals. We have proven process for delivering results, keeping and attracting new clients. We are going to be in business for another 30 years and are looking for a firm that is looking to gradually step away, wants to ensure that their clients are well taken care of and wants a longer term more profitable payout. We are not looking to pay lump sum or even a 2 years earn out. We would rather pay 2X what your practice is worth and payout over a longer period of time, insulating us from client attrition and allowing you to benefit from market growth. ___

Market
RIA
Member Level
Premier
Last Activity
this week
Listing Age
649 days old

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