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- 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.
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Owner & Executives
SKIP DEMOSS ZWAHLEN
Chief Compliance Officer, Managing Member
- CRD
- #4976499
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $85,874,863 | -- |
| Total | $85,874,863 | -- |
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Separately Managed Accounts
Total SMA Asset: $85,874,863
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,651,847,968 | 35.3% |
| Public Funds | $1,586,335,584 | 33.9% |
| Corporate - Investment Grade | $481,983,968 | 10.3% |
| Cash | $959,288,480 | 20.5% |
| Total | $4,679,456,000 | 100.0% |