Five Oceans Advisors

Finance · United States · 1-10 Employees

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Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
1
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About Five Oceans Advisors

Five Oceans Advisors is a financial advisory firm based in Los Angeles, specializing in wealth management and life strategy for Gen X and Gen Y founders, C-suite entrepreneurs, and their families. The company offers a comprehensive range of services including investment management, tax planning, estate planning, and insurance planning, all designed to align with clients' personal values and life goals. Their unique approach emphasizes the importance of integrating financial planning with personal fulfillment across five key aspects of life: finances, career, health, relationships, and fun. Five Oceans Advisors aims to empower clients to achieve financial freedom and make informed decisions that enhance their overall well-being.Explore more
Five Oceans Advisors's Social MediaPopular SearchesFive Oceans AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Five Oceans Advisors Org Chart

PhoneEmail
Trisa Summers, President at Five Oceans Advisors
United States flag for contact location.

President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Five Oceans Advisors

<$5M
1-10
Private
-
2020
Trisa Summers, President at Five Oceans Advisors
Trisa SummersPresident
<$5M
11-50
Private
-
1999
DM
Dallas McKeeDirector, Financial Planning
<$5M
1-10
Private
-
-
PR
Patrick RickettsPrincipal Chief Operating Officer Chief Compliance Officer
<$5M
11-50
Private
-
2011
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Five Oceans Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Five Oceans Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Five Oceans Advisors.

Five Oceans Advisors Tech Stack

A closer look at the technologies used by Five Oceans Advisors

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Frequently Asked Questions Regarding Five Oceans Advisors

What is Five Oceans Advisors's official website?
Five Oceans Advisors's official website is www.fiveoceansadvisors.com
What is Five Oceans Advisors's Revenue?
Five Oceans Advisors's revenue is <$5 Million
What is Five Oceans Advisors's SIC code?
Five Oceans Advisors's SIC: 62,628
What is Five Oceans Advisors's NAICS code?
Five Oceans Advisors's NAICS: 52,523
How many employees does Five Oceans Advisors have?
Five Oceans Advisors has 1-10 employees
What industry does Five Oceans Advisors belong to?
Five Oceans Advisors is in the industry of: Finance, Securities Trading
What is Five Oceans Advisors competition?
Five Oceans Advisors top competitors include: Tiburon Financial Advisors, Erica Hall Wealth Advisors, Lifeway Financial, Fortune Wealth Management
What technology does Five Oceans Advisors use?
Some of the popular technologies that Five Oceans Advisors uses are: WordPress.org, PHP, Cloudflare Website Optimization, Adobe Typekit
What does Five Oceans Advisors do?

Five Oceans Advisors is a financial advisory firm based in Los Angeles, specializing in wealth management and life strategy for Gen X and Gen Y founders, C-suite entrepreneurs, and their families. The company offers a comprehensive range of services including investment management, tax planning, estate planning, and insurance planning, all designed... to align with clients' personal values and life goals. Their unique approach emphasizes the importance of integrating financial planning with personal fulfillment across five key aspects of life: finances, career, health, relationships, and fun. Five Oceans Advisors aims to empower clients to achieve financial freedom and make informed decisions that enhance their overall well-being.Read More

What are Five Oceans Advisors social media links?
Five Oceans Advisors Linkedin page
Is Five Oceans Advisors a public company?
Five Oceans Advisors is private company therefore does not currently have an official ticker symbol
See more information about Five Oceans Advisors

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