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Ocean Breeze Wealth LLC

Ocean Breeze Wealth LLC. CRD 292434

O

CRD: 292434

Ocean Breeze Wealth LLC

Winter Garden, FL
3012473354
www.oceanbreezewealth.com
$34.8M Total AUM
$34.8M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Morgan Stanley
Clients
Retail and Institutional
Platforms
--
Established Date
02-14-2018
Office Locations
1

Office Locations

-- Winter Garden FL

About Ocean Breeze Wealth LLC

Ocean Breeze Wealth, LLC is a fee-only RIA founded in 2018 providing financial planning and investment management, supporting goals from education planning through retirement. Based in Winter Garden, FL, the firm serves clients nationwide using technology. Portfolios emphasize asset allocation across vehicles such as ETFs and mutual funds, with fixed income where appropriate, and custody includes Charles Schwab.

Team overview

-- AVG AGE
$34.8M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
8.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Capital

Investment Themes

Matrix focus Matrix horizon

Investment Vehicles

Harbor

Services

Unison Unison Value Element oak North Prime Oak fusion North wave Zenith unison

Owner & Executives

ANDREW WILLIAM PRESCOTT III

ANDREW WILLIAM PRESCOTT III

Chief Compliance Officer, Financial Advisor, President

CRD
#4877660
Ownership
75% or more
(718) 846-4814
legacy.timber@optimacapital.com
in linkedin.com/in/pioneer-quantum

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $34,773,062 --
Non-Discretionary $0 --
Total $34,773,062 --

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Separately Managed Accounts

Total SMA Asset: $34,773,062

$34.8M Total SMA
Public Funds:
22.2%
Equity - Exchange:
37.6%
Municipal Bonds:
17.4%
Cash:
22.8%
Asset class Assets Assets %
Public Funds $1,226,406,691 22.2%
Equity - Exchange $2,077,157,278 37.6%
Municipal Bonds $961,237,676 17.4%
Cash $1,259,552,817 22.8%
Total $5,524,354,462 100.0%

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