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Ocean Avenue Wealth Management CRD 154655
$85.9M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1431 Ocean Avenue Suite 1100, Santa Monica, CA 90401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-11 |
| TX | RA | APPROVED_RES | 2016-02-04 |
Branch Locations
1431 Ocean Avenue Suite 1100, Santa Monica, CA 90401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ocean Avenue Wealth Management (154655) | Santa Monica | CA | 07/2010 | Present |
Skip D. Zwahlen is a licensed insurance agent. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-02 |
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