# OCEAN AVENUE WEALTH MANAGEMENT

OCEAN AVENUE WEALTH MANAGEMENT of SANTA MONICA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 154655
- Type: SEC-registered investment adviser
- Location: 1431 OCEAN AVENUE, SANTA MONICA, CA, 90401
- Phone: (310) 451-0515
- Latest filing: 2026-02-17
- Regulatory AUM: $85.9M
- Non-discretionary AUM: $85.9M
- Clients: 1
- Accounts: 122

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154655/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154655/similar
- Related entities: https://search.stillhousedata.com/firm/154655/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154655

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.