OCEAN AVENUE WEALTH MANAGEMENT

OCEAN AVENUE WEALTH MANAGEMENT of SANTA MONICA, CA is an SEC-registered investment adviser (CRD 154655). Regulatory assets under management: $85.9M.

Registration

• CRD: 154655
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154655 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search