# Karmjit Bath

> Karmjit Bath is a fee-only financial advisor at Three Oaks Wealth in Turlock, California. Three Oaks Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/karmjit-bath/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Three Oaks Wealth
- **Based in:** Turlock, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $100.0M across 343 accounts
- **CRD:** 8335567 (https://adviserinfo.sec.gov/individual/summary/8335567)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2026)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.threeoakswealth.com

## Frequently asked questions

### Is Karmjit Bath a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Karmjit holds no broker registration, and Three Oaks Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Karmjit charge for financial advice?

Karmjit's firm, Three Oaks Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Karmjit Bath based?

Karmjit Bath is based in Turlock, California.

### Is Karmjit Bath registered with the SEC?

Yes. Karmjit Bath is registered as an investment adviser representative in CA (CRD 8335567), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Three Oaks Wealth manage?

Three Oaks Wealth reports $100.0M across 343 accounts in assets under management.

### How do I contact Karmjit Bath?

Through Karmjit's website, www.threeoakswealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8335567): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.