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OCEAN PATH ADVISORS, LLC

MANHATTAN BEACH, CA · CRD 338933 · IAPD ↗ · oceanpath.com · 310 302 7685

$559.5MRegulatory AUM
6Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
June 2026 — OCEAN PATH ADVISORS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
50
March 2026 — OCEAN PATH ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
February 2026 — OCEAN PATH ADVISORS, LLC (MANHATTAN BEACH, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.