# OCEAN AVENUE WEALTH MANAGEMENT

OCEAN AVENUE WEALTH MANAGEMENT is a RIA based in Santa Monica.

## Overview

- **Organization type:** RIA
- **Headquarters:** Santa Monica
- **Assets under management:** Undisclosed
- **Website:** oceanavewm.com
- **LinkedIn:** https://www.linkedin.com/company/ocean-avenue-wealth-management

## Regulatory record

- **CRD number:** 154655
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154655

## About

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.

## People

- Skip D. Zwahlen — Principal
- Taylor Reed — Brand Marketing & Client Services

## 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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- [JGS Wealth Management](https://altss.com/profile/jgs-wealth-management-llc)
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Last updated: 2026-08-11T15:07:41.444Z

Canonical page: https://altss.com/profile/ocean-avenue-wealth-management

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