Karmjit Bath
Three Oaks Wealth · Turlock, California
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.
Request an introduction to Karmjit →
Facts
| Firm | Three Oaks Wealth |
|---|---|
| Based in | Turlock, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $100.0M across 343 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8335567 |
| Exams passed | Series 65 (2026) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.threeoakswealth.com |
How Karmjit's firm compares
- Three Oaks Wealth's average account is about $292,000, from its Form ADV (assets managed divided by 343 accounts).
Request an introduction to Karmjit
Tell Karmjit a little about what you're looking for. Karmjit isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Karmjit
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.