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OCEAN AVENUE WEALTH MANAGEMENT
OCEAN AVENUE WEALTH MANAGEMENT is an SEC-registered investment adviser in SANTA MONICA, CA. The firm manages approximately $86 million in assets.
OCEAN AVENUE WEALTH MANAGEMENT
OCEAN AVENUE WEALTH MANAGEMENT is an SEC-registered investment adviser in SANTA MONICA, CA. The firm manages approximately $86 million in assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Ocean Avenue Wealth Management?
No named investment professionals, CEO, or CIO appear in public records. The firm's SEC registration may list key personnel in Form ADV, but no names are verified in this research.
Is Ocean Avenue Wealth Management a single-family office or multi-family office?
The firm is registered as an RIA, not structured as a family office. It likely acts as an independent advisor to multiple unrelated families or individuals, similar to many wealth management firms.
What investment stages does Ocean Avenue target?
No public information indicates specific stage preferences. As a typical RIA, the firm likely allocates across public equities, fixed income, and alternative assets through third-party managers, but no direct strategy is documented.
Which sectors does Ocean Avenue explicitly avoid?
No information is available on sector exclusions or preferences. The firm's investment policy is not disclosed in accessible sources.
Does Ocean Avenue participate in fund commitments or only direct deals?
The firm's investment vehicle preference is unknown. Without portfolio data or manager relationships, it is not possible to determine firm-level policy on direct vs. fund investments.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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