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Adam Phillip Weiss

OCEAN PEAK CAPITAL MANAGEMENT LP·SANTA MONICA, California
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100 WILSHIRE BOULEVARD, SUITE 250, SANTA MONICA, CA 90401CRD# 1574885Firm CRD# 282921
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About

Adam Phillip Weiss is a registered financial advisor based in SANTA MONICA, California, affiliated with OCEAN PEAK CAPITAL MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
OCEAN PEAK CAPITAL MANAGEMENT LP
OCEAN PEAK CAPITAL MANAGEMENT LP
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at OCEAN PEAK CAPITAL MANAGEMENT LP →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1574885
Firm CRD# 282921
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Adam Phillip Weiss offer?
Adam Phillip Weiss specializes in Retirement Planning. Contact their office in SANTA MONICA, California for a consultation.
What are Adam Phillip Weiss's credentials?
Adam Phillip Weiss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Phillip Weiss located?
Adam Phillip Weiss is based in SANTA MONICA, California, working with OCEAN PEAK CAPITAL MANAGEMENT LP. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Adam Phillip Weiss charge for services?
Adam Phillip Weiss's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OCEAN PEAK CAPITAL MANAGEMENT LP?
OCEAN PEAK CAPITAL MANAGEMENT LP has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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