How has Private Ocean Wealth Management dba Wealthspire Advisors's team size changed over time?

Private Ocean Wealth Management dba Wealthspire Advisors's team has decreased from approximately 13 to 11 employees based on available data.

Private Ocean Wealth Management dba Wealthspire Advisors Employee Directory

Q: What is the largest department at Private Ocean Wealth Management dba Wealthspire Advisors?

The largest department at Private Ocean Wealth Management dba Wealthspire Advisors is Operations with 2 employees.

Financial ServicesCalifornia, United States11-50 Employees

Private Ocean Wealth Management, operating as Wealthspire Advisors, is a financial services firm focused on wealth management. Headquartered in San Rafael, California, the firm brings together a small, close-knit team of experienced advisors and operations professionals. Its approach emphasizes listening, collaborative planning, investment strategy development, and ongoing portfolio monitoring to help clients stay informed and feel in control.

The firm serves individual investors seeking a personalized, goal-oriented relationship rather than a one-size-fits-all solution. In 2023, the firm released its 13F holdings data, reflecting public reporting of its investment positions.

Private Ocean Wealth Management dba Wealthspire Advisors Global Highlights

North America
37

United States Of America
37

Africa
3

South Africa
3

Europe
1

France
1

Private Ocean Wealth Management dba Wealthspire Advisors's Leadership

P. O. P.
Partner
Mobile Phone
Email
C. H.
Director Of Operations Principal
Mobile Phone
Email
C. O.
Principal | Director Of Operations
Mobile Phone
Email
F. M. R.
Marketing Staff
Mobile Phone
Email
Z. M.
Advisor & Principal
Mobile Phone
Email
J. F. T. M. C.
Advisor
Mobile Phone
Email
N. W.
Associate Investments
Mobile Phone
Email
S. S.
Business Development Officer
Mobile Phone
Email

Private Ocean Wealth Management dba Wealthspire Advisors Employee Metrics

100%

50%

0%

2026

2025

Business
Consultant
Banking
Accounting
Administrative
Other
Analytics

Contact profiles from Private Ocean Wealth Management dba Wealthspire Advisors

Name

Title

Contact Info

Location

Last Update

P. O. P.
Partner
Mobile Phone
Email
Oct 18, 2024
C. H.
Director Of Operations Principal
Mobile Phone
Email
Apr 17, 2024
C. O.
Principal | Director Of Operations
Mobile Phone
Email
Oct 16, 2024
F. M. R.
Marketing Staff
Mobile Phone
Email
Oct 22, 2024
Z. M.
Advisor & Principal
Mobile Phone
Email
Oct 22, 2024
J. F. T. M. C.
Advisor
Mobile Phone
Email
Oct 16, 2024
N. W.
Associate Investments
Mobile Phone
Email
Oct 22, 2024
S. S.
Business Development Officer
Mobile Phone
Email
Oct 23, 2024
Z. S.
Investment Research Analyst
Mobile Phone
Email
Jul 23, 2022

Frequently Asked Questions

What is Private Ocean Wealth Management dba Wealthspire Advisors known for?

Private Ocean Wealth Management dba Wealthspire Advisors operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-415-526-****

. Explore Private Ocean Wealth Management dba Wealthspire Advisors's company overview page for more information.

What is Private Ocean Wealth Management dba Wealthspire Advisors's most common email format?

Private Ocean Wealth Management dba Wealthspire Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Private Ocean Wealth Management dba Wealthspire Advisors email formats with LeadIQ.

How many employees does Private Ocean Wealth Management dba Wealthspire Advisors have currently?

Private Ocean Wealth Management dba Wealthspire Advisors has approximately 19 employees as of July 2026. These team members are located across 3 continents, including North AmericaAfricaEurope.

Who are Private Ocean Wealth Management dba Wealthspire Advisors's key employees and leadership?

As of July 2026, Private Ocean Wealth Management dba Wealthspire Advisors's key employees include:

Partner: P. O. P.
Director Of Operations Principal: C. H.
Principal | Director Of Operations: C. O.
Marketing Staff: F. M. R.
Advisor & Principal: Z. M.

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Private Ocean Wealth Management dba Wealthspire Advisors Employee Directory

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