Oceanair Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$486,484
Clients
5
40% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$97,297
About
OceanAir Wealth provides discretionary asset management and standalone financial planning to individuals, high‑net‑worth individuals, trusts, estates and business owners. Services include determining investment goals, asset allocation, security selection and ongoing portfolio monitoring tailored to each client’s objectives and risk tolerance.
The firm’s investment approach draws on fundamental analysis, cyclical analysis and modern portfolio theory to construct diversified portfolios and guide rebalancing decisions. OceanAir requires clients to custody assets on Schwab’s institutional platform, invoices advisory fees quarterly in advance, and conducts formal account reviews at least quarterly.
Notable characteristics include that OceanAir is a recently formed, very small advisory practice managing roughly $486,000 for five clients and does not impose an account minimum. The firm’s lead advisor holds the CFA charter and discloses prior treasury/capital markets experience and an outside CFO role (about 20% of time); the brochure also discloses that OceanAir does not vote client proxies and receives custodial services and potential soft‑dollar benefits from Schwab, which it identifies as a conflict to consider.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Fee options
Financial planning fees between $1,000 and $10,000
1.00% annually
Main office location
Oceanair Wealth
Las Vegas NV, United States
Number of offices
1
Most active in
Oceanair Wealth has reported serving >5 clients in these states in the last 12 months.
Nevada · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")