Ocean Avenue Wealth Management

Ocean Avenue Wealth Management (CRD# 154655) is a financial advisory firm headquartered in Santa Monica, CA. They manage $35,710,138 in 100 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $357,101
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Ocean Avenue Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Skip D. Zwahlen
CRD#: 4976499
1431 Ocean Avenue, Suite 1100, Santa Monica, CA 90401
93
Wealthminder
score

Skip Zwahlen (CRD# 4976499) is an Investment Advisor Representative working at Ocean Avenue Wealth Management in Santa Monica, CA and has over 11 years of experience in the finance industry.

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