CRD: 154655
Ocean Avenue Wealth Management
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-31-2010
- Office Locations
- 1
Office Locations
About Ocean Avenue Wealth Management
Ocean Avenue Wealth Management is a Santa Monica, CA advisory firm delivering a holistic, family-office-style wealth management experience for high-net-worth individuals, families, and corporate executives. The firm emphasizes confidentiality and objective advice, with portfolios implemented across ETFs, mutual funds, and fixed income. Planning support includes estate planning, charitable giving, and business succession; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 33 clients, or 33 clients per representative. That equates to $2.6M in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on February 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
SKIP DEMOSS ZWAHLEN
Chief Compliance Officer, Managing Member
- CRD
- #4976499
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $85,874,863 | -- |
| Total | $85,874,863 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Ocean Avenue Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.