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OCEAN AVENUE WEALTH MANAGEMENT
Ocean Avenue Wealth Management is a financial advisory firm based in Santa Monica, California. The firm specializes in providing a truly holistic wealth...
Overview
Ocean Avenue Wealth Management is a financial advisory firm based in Santa Monica, California. The firm specializes in providing a truly holistic wealth management experience to high net worth individuals, families and corporate executives. It offers a client experience similar to that of a family office at a more accessible level of net worth, with a business model designed to provide incremental value to those who demand high-level service, expect confidentiality and seek objective and thoughtful advice.
General information
Firm type
RIA
Location
City
Santa Monica
Principals
Skip D. Zwahlen
Principal
Taylor Reed
Brand Marketing & Client Services
Frequently asked questions
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.
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