OCEAN BREEZE WEALTH LLC

OCEAN BREEZE WEALTH LLC is an SEC-registered investment adviser (CRD 292434). Regulatory assets under management: $34.8M.

Registration

• CRD: 292434
• Type: Registered investment adviser
• Phone: 301-247-3354
• Latest filing: 2026-01-09
• Regulatory AUM: $34.8M
• Discretionary AUM: $34.8M
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292434 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search