Ocean Avenue Wealth Management

Ocean Avenue Wealth Management provides ongoing portfolio management and financial planning, and may refer clients to third‑party money managers. Its advisory services, as described in the brochure, cover individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities, and it reports managing $85,874,863 in client assets on a non‑discretionary basis as of December 2025.

The firm documents each client’s objectives and constraints in an Investment Policy Statement and employs multiple methods of analysis — charting, fundamental, technical and cyclical — to implement strategies that can include long‑ and short‑term trading, short sales, margin transactions and options writing. OAWM does not accept investment discretion over client accounts and leaves custody with third‑party custodians, which means trading and execution are generally implemented with client authorization or client‑directed brokerage.

The brochure discloses that the adviser is a licensed insurance agent who may offer commissionable insurance products, a practice the firm identifies as a potential conflict of interest and discloses to clients. The combination of sizeable non‑discretionary AUM, active use of leverage and option strategies, and service to institutional clients such as pension and profit‑sharing plans distinguishes the firm from many peers in its category.