Ocean Breeze Wealth LLC

Overview

Ocean Breeze Wealth LLC is an independent registered investment adviser operating as a limited liability company that focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners. The firm delivers advice under a mix of fee structures — percentage of assets under management, hourly charges and fixed fees — which suggests flexibility to tailor billing to client needs and project-based engagements. Investment construction appears to rely heavily on pooled public vehicles as the foundation of client portfolios, with a significant allocation to mutual funds and other public funds. The firm is not designated as an active ESG investor, and it does not identify as a multi-state adviser or pension consultant. Its client base includes both high-net-worth individuals and some institutional relationships, with program design geared toward personalized planning and managed discretionary accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices