Oceanair Wealth
Firm details
- Headquarters
- ,
- CRD number
- 335107
- Website
- www.oceanairwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI50.68%
- Individuals49.32%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Oceanair Wealth is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges a mix of percentage-of-AUM and fixed fees. Oceanair Wealth is not positioned as a capital allocator or pension consultant, is not marked as an active ESG investor, and does not report multi-state adviser status. The firm’s regulatory registration year is not listed in the available profile. Its industry activity includes acting as a sponsor of limited partnerships (explicitly excluding pooled investment vehicles), which suggests involvement in sponsor-level arrangements for specific private deals or structures rather than running pooled funds.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Cash & Cash Equivalents5%
- US Government Bonds1%
Contacts
1 of 1
Skylar Harding
Owner, PresidentCRD 6681424
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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