Ocean Park Asset Management, Llc

3420 OCEAN PARK BLVD., Santa Monica, California 90405

SEC CRD#145634
Last ADV filed: 12/05/2025
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee2.40%of assets under management

Detailed Fee Schedule

calculate the Advisory Fee payable for each calendar quarter shall be 0.60% (2.4% annualized). • If the Client Account Value is more than $500,000 but less than or equal to $2,000,000, the blended Advisory Fee Rate used to calculate the Advisory Fee payable for each calendar quarter

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUM

Compensation Transparency

  • Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.

Ocean Park Asset Management, Llc — Fiduciary Advisor Profile | FiduciaryListings