|
⚲
|
| Ocean Path Advisors LLC
✚
|
|
|---|---|
| CRD # | 338933 |
| SEC # | 801-135249 |
| CIK # | |
| AUM | $559.5 M (2026-06-02) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 310-302-7685 |
| Address | 115 21st St Manhattan Beach, CA 90266 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 28.3 |
| (b) Individuals (high net worth individuals) | 135 | 513.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 12.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 6.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,114 | 559.5 |
| By Discretionary | ||
| Discretionary | 2,114 | 559.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,114 | 559.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 559.5 | |
| Total | 2,114 | 559.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Retireright LLC
✚
|
IA | 0.6 |
|
Wedgewood Partners Inc
✚
|
MO | 0.6 |
|
Melia Group LLC
✚
|
OK | 0.6 |
|
A & I Financial Services LLC
✚
|
CO | 0.6 |
|
QP Consulting LLC
✚
|
MD | 0.6 |
|
Endeavor Advisors LLC
✚
|
TX | 0.6 |
|
van Leeuwen & Associates Inc
✚
|
KY | 0.6 |
|
Headland Capital LLC
✚
|
SC | 0.6 |
|
Paulson Wealth Management Inc
✚
|
FL | 0.6 |
|
Ogorek Wealth Management LLC
✚
|
NY | 0.6 |