OCEANAIR WEALTH

OCEANAIR WEALTH is an SEC-registered investment adviser (CRD 335107). Regulatory assets under management: $486K.

Registration

• CRD: 335107
• Type: Registered investment adviser
• Phone: 303-304-0448
• Latest filing: 2026-04-10
• Regulatory AUM: $486K
• Discretionary AUM: $486K
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM, 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 335107 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search