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OCEAN AVENUE WEALTH MANAGEMENT
OCEAN AVENUE FINANCIAL SERVICES LLC
CRD 154655
1431 OCEAN AVENUE, SUITE 1100, SANTA MONICA, CA, 90401, United States
Phone
(310) 451-0515
Fax
(310) 526-6544
Registration
— (—)
Source
State registered
Total AUM
$85.9M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 28 | $85.9M |
All web addresses on file
Official SEC filing: View on IAPD