Oder Investment Management, LLC
Oder Investment Management, LLC is an SEC-registered wealth manager in Woodland Hills, CA with $366.7M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Oder Investment Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 134506, SEC 801-110656, data through 2026-02-11.
- AUM (assets under management / regulatory AUM)
- $366.7M (2026-02-11)
- Firm type
- Wealth Manager
- Location
- Woodland Hills, CA
- Employees
- 6
- Clients
- 201
- CRD
- 134506
- Ownership
- ODER, JOSHUA, KENNETH; STEWART, JAMES, DANIEL; ZORN, STEVEN, SAMUEL; HELMSTETTER, ERIK, MORGAN; THE HELMSTETTER FAMILY REVOCABLE TRUST, DATED JULY 10, 2008
How much AUM does Oder Investment Management, LLC have?
Oder Investment Management, LLC reported $366.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-11).
Who owns Oder Investment Management, LLC?
Disclosed owners and executives of Oder Investment Management, LLC include ODER, JOSHUA, KENNETH, STEWART, JAMES, DANIEL, ZORN, STEVEN, SAMUEL, HELMSTETTER, ERIK, MORGAN, THE HELMSTETTER FAMILY REVOCABLE TRUST, DATED JULY 10, 2008. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.