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Private Ocean Wealth Management dba Wealthspire Advisors Employee Directory

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.

Find Private Ocean Wealth Management dba Wealthspire Advisors employees' phone numbers or email addresses

Private Ocean Wealth Management dba Wealthspire Advisors Global Highlights

Location
Employees

North America
87

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  • United States Of America
    87

Africa
3

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  • South Africa
    3

Private Ocean Wealth Management dba Wealthspire Advisors's Leadership

  • Managing Director at Private Ocean Wealth Management dba Wealthspire Advisors
    J. W.
    Managing Director
    Mobile Phone
  • Partner at Private Ocean Wealth Management dba Wealthspire Advisors
    P. O. P.
    Partner
    Mobile Phone
  • Senior Vice President Certified Financial Planner Professional™, Cfp Cpfa, Aif® at Private Ocean Wealth Management dba Wealthspire Advisors
    E. V.
    Senior Vice President Certified Financial Planner Professional™, Cfp Cpfa, Aif®
    Mobile Phone
  • Financial Advisor, Vice President at Private Ocean Wealth Management dba Wealthspire Advisors
    U. M.
    Financial Advisor, Vice President
    Mobile Phone
  • Director Of Operations Principal at Private Ocean Wealth Management dba Wealthspire Advisors
    C. H.
    Director Of Operations Principal
    Mobile Phone
  • Principal | Director Of Operations at Private Ocean Wealth Management dba Wealthspire Advisors
    C. O.
    Principal | Director Of Operations
    Mobile Phone
  • Senior Advisor Associate at Private Ocean Wealth Management dba Wealthspire Advisors
    T. H.
    Senior Advisor Associate
    Mobile Phone
  • Marketing Staff at Private Ocean Wealth Management dba Wealthspire Advisors
    F. M. R.
    Marketing Staff
    Mobile Phone

Private Ocean Wealth Management dba Wealthspire Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Consultant
  • Banking
  • Other

Contact profiles from Private Ocean Wealth Management dba Wealthspire Advisors

Name
Title
Contact
Location
Last Update
  • Associate Investments at Private Ocean Wealth Management dba Wealthspire Advisors
    N. W.
    Associate Investments
    Mobile Phone
    Oct 22, 2024
  • Business Development Officer at Private Ocean Wealth Management dba Wealthspire Advisors
    S. S.
    Business Development Officer
    Mobile Phone
    Oct 23, 2024
  • Investment Research Analyst at Private Ocean Wealth Management dba Wealthspire Advisors
    Z. S.
    Investment Research Analyst
    Mobile Phone
    Jul 23, 2022

Frequently Asked Questions

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

Minus sign iconPlus sign iconPrivate Ocean Wealth Management dba Wealthspire Advisors operates in the Financial Services industry. You can contact Private Ocean Wealth Management dba Wealthspire Advisors's 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?

Minus sign iconPlus sign iconPrivate Ocean Wealth Management dba Wealthspire Advisors employees' email format typically follows the pattern of First.Last@privateocean.com. 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?

Minus sign iconPlus sign iconPrivate Ocean Wealth Management dba Wealthspire Advisors has approximately 19 employees as of August 2026. These team members are located across 2 continents, including North America and Africa.

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

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

  • Managing Director: J. W.
  • Partner: P. O. P.
  • Senior Vice President Certified Financial Planner Professional™, Cfp Cpfa, Aif®: E. V.
  • Financial Advisor, Vice President: U. M.
  • Director Of Operations Principal: C. H.

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