PRIVATE OCEAN, LLC

WEALTHSPIRE ADVISORS
SAN RAFAEL, California·12 registered advisors·CRD# 110666
SEC# 801-208572415-526-2900
01

Firm Overview

AUM
$2.8B
Regulatory assets under management
Employees
45
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PRIVATE OCEAN, LLC

12 registered advisors
Andrea L. Shields-Dickson
SAN RAFAEL, California
Charles Merryman Pyfer
SAN RAFAEL, California
Frank Joseph Jones
SAN RAFAEL, California
Frederick Edward Dopfel
SAN RAFAEL, California
Justin Karl Hult
SAN RAFAEL, California
Michael Anthony Sbrocco
SAN RAFAEL, California
Richard Alan Stone
SAN RAFAEL, California
Sara D. Harrah
SAN RAFAEL, California
Susan Diane Duvall-Dickson
SAN RAFAEL, California
Theo Alford Gallier
SAN RAFAEL, California
Timothy Jorstad
SAN RAFAEL, California
William Harry Bockwoldt
SAN RAFAEL, California
05

Office Locations

SAN RAFAEL, California
12 advisors

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Data sourced from SEC Form ADV filings. PRIVATE OCEAN, LLC (CRD# 110666) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.