Ocean Avenue Wealth Management
Ocean Avenue Wealth Management (CRD# 154655) is a financial advisory firm headquartered in Santa Monica, CA. They manage $35,961,586 in 104 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management36MILLION
Total Number of Accounts104ACCOUNTS
Average Account Value$345,784
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
Skip Zwahlen (CRD# 4976499) is an Investment Advisor Representative working at Ocean Avenue Wealth Management in Santa Monica, CA and has over 12 years of experience in the finance industry.