Private Ocean Wealth Management
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
100 Smith Ranch Rd Ste 300, San Rafael, ...Phone Number
(415) 526-2900Website
www.privateocean.comRevenue
$10.9 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Private Ocean Wealth Management
Private Ocean is a West Coast-based wealth management firm deliberately structured to give clients the intimate experience of a small firm while harnessing the power, depth and discipline of a much larger one. Formed in 2009, Private Ocean (www.privateocean.com) combined two of the oldest privately-held wealth management firms in the San Francisco Bay Area. Founded by Richard Stone and Greg Friedman, the firm has over $2.2 billion in assets under management as of September 30, 2018, and has locations in San Rafael, San Francisco, Walnut Creek and Seattle.Explore more
Private Ocean Wealth Management Org Chart
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Private Ocean Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Private Ocean Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Private Ocean Wealth Management.
Private Ocean Wealth Management Tech Stack
Most Recent Scoops
Mergers & Acquisitions (M&A)
Facilities Relocation / Expansion
Private Ocean Wealth Management is planning to move its offices in November 2021. The move will impact approximately 10 employees at their existing office located at 100 Smith Ranch Rd, Suite # 300, San Rafael, CA.
Real Estate
Mergers & Acquisitions (M&A)
Private Ocean Wealth Management announced that it has Mosaic Financial Partners, Inc. Financial terms of the deal were not disclosed.
Mergers & Acquisitions
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Private Ocean Wealth Management News & Media
Wealthspire Advisors to Acquire California-based Wealth Management Firm, Private Ocean
NEW YORK--(BUSINESS WIRE)-- #RIA--Wealthspire Advisors has signed a definitive agreement to acquire Private Ocean, LLC a California-based fiduciary wealth management firm.NFP’s Wealthspire Advisors to Acquire California-based Wealth...
Acquisition adds $2.7 billion in assets, expands Wealthspire’s national presence with West Coast offices in key markets (PRWeb November 22, 2021) Read the full story at https://www.prweb.com/releases/nfps_wealthspire_advisors_to_acquire_california_based_wealth_management_firm_private_ocean/prweb18349197.htmNew Book for RIAs Offers Guide for Integrating Company Culture During Mergers and Acquisitions
SAN RAFAEL, Calif., July 19, 2021 /PRNewswire/ -- Private Ocean is proud to announce that Greg Friedman, CEO and Founder, and Cynthia Greenfield, Chief Experience Officer, have published their latest book, Integrating Culture in Successful RIA Mergers and Acquisitions: The Guide for...Financial Advisory Veterans Friedman and Kapusinski Join Forces to Publish “The Financial Advisor M&A Guidebook”
SAN RAFAEL, Calif.--(BUSINESS WIRE)--Private Ocean, a West Coast based wealth management firm, congratulates CEO and Co-Founder Greg Friedman and his co-author, Shaun Kapusinski, Founder of HIFON, an RIA operations network, on the recent release of The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond, published by Palgrave Macmillan. With M&As in the RIA space increasing, many firms are rapidly changing hands with little to no e
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Private Ocean is a West Coast-based wealth management firm deliberately structured to give clients the intimate experience of a small firm while harnessing the power, depth and discipline of a much larger one. Formed in 2009, Private Ocean (www.privateocean.com) combined two of the oldest privately-held wealth management firms in the San Francisco... Read More
