OCEAN AVENUE WEALTH MANAGEMENT

Overview

Ocean Avenue Wealth Management is an independent registered investment adviser organized as a limited liability company that serves high-net-worth individuals and families. The firm acts as a capital allocator and provides a mix of financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. It also functions as an insurance broker, which is reflected in its use of annuities within client portfolios. Investment activity skews toward public equities, with a clear preference for exchange-traded securities. The firm offers both advisory and non-discretionary solutions and combines fee models that include a percentage of AUM, hourly charges, fixed fees and commissions, giving it flexibility to structure engagement and compensation to client needs. Ocean Avenue Wealth Management is not positioned as an ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices