Ocean Path Advisors, LLC
● SEC registered since 2026CRD 338933SEC# 801-135249Manhattan Beach, CA
Reg. AUM
$559.5M
Employees
6
Accounts
2,114
Location
Manhattan Beach, CA
About Ocean Path Advisors
Ocean Path Advisors offers progressive, thoughtful wealth planning and fiduciary financial advice with fully transparent, fact-based strategies. It prepares detailed financial plans that evolve with clients' goals rather than attempts to outsmart the market.
Summary based on the firm’s website.
Ocean Path Advisors, LLC assets under management
Ocean Path Advisors, LLC is an investment advisory firm registered with the SEC based in Manhattan Beach, CA. The firm has been registered since 2026. It reports $559.5 million in regulatory assets under management and employs 6 people.
Ocean Path Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Riley Van Velthuyzen Control | Chief Compliance Officer | Under 5% | 2025 |
| Todd Curtis Butler Control | Managing Member And Principal | Over 75% | 2021 |
Frequently asked questions
How much does Ocean Path Advisors, LLC manage?
Ocean Path Advisors, LLC reports $559.5 million in regulatory assets under management on its Form ADV.
How many employees does Ocean Path Advisors, LLC have?
Ocean Path Advisors, LLC reports 6 employees.
Where is Ocean Path Advisors, LLC located?
Ocean Path Advisors, LLC is based in Manhattan Beach, CA and has been SEC-registered since 2026.
Does Ocean Path Advisors, LLC disclose fund performance?
Ocean Path Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 115 21st St., Manhattan Beach, CA 90266 |
| Phone | 310 302 7685 |
| Fax | N/A |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$559.5MNo change
May '26Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,369 advisers
EmployeesTop 56%
More than 44% of 16,804 advisers
Assets under management
$559.5Mregulatory AUM
Discretionary $559.5M