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Ocean Path Advisors, LLC CRD 338933
$560M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
115 21St St., Manhattan Beach, CA 90266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-30 |
| TX | RA | APPROVED | 2026-04-29 |
Branch Locations
Pleasant Grove, UT • United States
115 21St St., Manhattan Beach, CA 90266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Independent | Overland Park | KS | 09/2025 | 02/2026 |
| Ocean Path Advisors | Manhattan Beach | CA | 06/2025 | Present |
| Utah State University | Logan | UT | 08/2017 | 05/2025 |
| Lehi Bakery | Lehi | UT | 08/2015 | 05/2017 |
| Ocean Path Advisors | Pleasant Grove | UT | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-11 |
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