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OCEAN BREEZE WEALTH LLC

Advisory

FL

Data as of Jan 9, 2026 · Source: SEC Form ADV

Rank in FL
#1,772
of 2,610 advisers by AUM
Average account
$386K
across 90 accounts
AUM per adviser
$35M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 9, 2026.

Total AUM
$35M
Discretionary %
100%
Clients
25
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$35M
Discretionary AUM$35M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients25
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

EMINENCE WEALTH MANAGEMENT INC.
ORLANDO, FL
$35M
GUPTA PARTNERSHIP LLC
$35M
LOGAN FINANCIAL PLANNING LLC
$35M
SOUTHERN PORTFOLIO ADVISORS INC
TAMPA, FL
$35M
MONEY STRATEGIES INC
MELBOURNE, FL
$35M
-18.6% 1Y
MERION ROAD CAPITAL MANAGEMENT LLC
MIAMI SHORES, FL
$35M

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