OakBridge Asset Management, LLC Employee Directory

Q: What is OakBridge Asset Management, LLC known for?

OakBridge Asset Management, LLC was founded in 2008. OakBridge Asset Management, LLC operates in the Investment Management industry.

Investment ManagementUtah, United States2-10 Employees

OakBridge Asset Management, LLC is an independent Utah-based wealth and retirement planning firm.

OakBridge operates as an investment advisor through Royal Alliance Associates; as such, we are able to provide a wider array of both investment products and client services. We pride ourselves in knowing and understanding the nuances of many varied investment products and the tools needed to utilize them in a manner tailored just for you.

Our commitment to our clients is as follows:
- Act in the best interest of each client
- Full and fair disclosure of all material facts
- Confidentiality / Privacy

We also specialize in doing financial planning. Managing assets in a prudent and sustainable manner is only half of the equation. Having a plan that helps you in making ongoing prudent decisions can help optimize these resources in a manner that more fully reflects your values and your goals.

Advisory and Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC. Insurance and client services offered through OakBridge Asset Management, LLC. OakBridge and Royal Alliance are not affiliated.

Insurance services offered though OakBridge Asset Management, LLC. Securities and advisory services offered through Royal Alliance Assoc. Inc. Member FINRA/SIPC. OakBridge and Royal Alliance Assoc. are not affiliated. In this regard, this communication is strictly intended for individuals residing in the states of Utah, Arizona, Idaho. Missouri, Nebraska, Nevada, Oregon, and Washington. No offeres may be made or accepted from any resident outside the specific states referenced.

897 Baxter Drive
South Jordan Utah, 84095
801.327.7222

Find OakBridge Asset Management, LLC employees' phone numbers or email addresses

OakBridge Asset Management, LLC Global Highlights

North America
7

United States Of America
7

OakBridge Asset Management, LLC's Leadership

J. R.
Founder / Senior Wealth Strategist
Mobile Phone
Email
M. R.
Financial Advisor
Mobile Phone
Email
E. S.
Accounting/ Payroll Specialist
Mobile Phone
Email
R. S.
Certified Public Accountant
Mobile Phone
Email
E. V. H.
Financial Services Administration
Mobile Phone
Email
L. D.
Housekeeper
Mobile Phone
Email
R. J.
Marketing Director, Secondary
Mobile Phone
Email

Contact profiles from OakBridge Asset Management, LLC

Name

Title

Contact Info

Location

Last Update

J. R.
Founder / Senior Wealth Strategist
Mobile Phone
Email
United StatesUtah
Oct 21, 2024
M. R.
Financial Advisor
Mobile Phone
Email
United StatesUtah
Oct 18, 2025
E. S.
Accounting/ Payroll Specialist
Mobile Phone
Email
United StatesUtah
Oct 24, 2025
R. S.
Certified Public Accountant
Mobile Phone
Email
United StatesUtah
Oct 18, 2025
E. V. H.
Financial Services Administration
Mobile Phone
Email
United StatesUtah
Aug 03, 2025
L. D.
Housekeeper
Mobile Phone
Email
United StatesConnecticut
Apr 25, 2025
R. J.
Marketing Director, Secondary
Mobile Phone
Email

Frequently Asked Questions

What is OakBridge Asset Management, LLC known for?

OakBridge Asset Management, LLC was founded in 2008 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-801-327-****

. Explore OakBridge Asset Management, LLC's company overview page for more information.

What is OakBridge Asset Management, LLC's most common email format?

OakBridge Asset Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more OakBridge Asset Management, LLC email formats with LeadIQ.

How many employees does OakBridge Asset Management, LLC have currently?

OakBridge Asset Management, LLC has approximately 7 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are OakBridge Asset Management, LLC's key employees and leadership?

As of December 2025, OakBridge Asset Management, LLC's key employees include:

Founder / Senior Wealth Strategist: J. R.
Financial Advisor: M. R.
Accounting/ Payroll Specialist: E. S.
Certified Public Accountant: R. S.
Financial Services Administration: E. V. H.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking