Ocean Avenue Wealth Management
Ocean Avenue Wealth Management (CRD# 154655) is a financial advisory firm headquartered in Santa Monica, CA. They manage $76,848,717 in 332 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Ocean Avenue Wealth Management
By the Numbers
-
Total Assets Under Management77MILLION
-
Total Number of Accounts332ACCOUNTS
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Average Account Value$231,472
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Ocean Avenue Wealth Management
1
Skip Zwahlen (CRD# 4976499) is an Investment Advisor Representative working at Ocean Avenue Wealth Management in Santa Monica, CA and has over 18 years of experience in the finance industry.
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