Updated May 30, 2024
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Five Oceans Advisors

Investment Advisor Firm
Total assets under management$500M
Years in business4+

About Five Oceans Advisors

Five Oceans Advisors is dedicated to empowering Gen X and Gen Y Founders, C-Suite Entrepreneurs, and their families on their journey toward holistic wealth management and personal fulfillment. Guided by a set of fundamental values including Sustainability, Happiness, Interconnectedness, Kindness, and Intention, the firm goes beyond traditional financial strategies to create a comprehensive and purpose-driven approach to wealth and life.

Central to Five Oceans Advisors' philosophy is the proprietary Life Strategy™ framework, which directs individuals in harmonizing their lives with their inherent purpose. This unique framework comprises five essential dimensions – Finances, Career, Health, Relationships, and Fun – resembling the interconnected oceans of the world. By embracing this comprehensive strategy, clients gain access to a range of tools, coaching, and support to facilitate tangible progress across all aspects of their lives. With a seasoned team of advisors who deeply embody the firm's core values, Five Oceans Advisors cultivates a collaborative and empathetic environment, enabling clients to achieve not only financial prosperity but also lasting well-being and a legacy of positive impact.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Life Strategy
  2. Entrepreneurship
  3. Investment Management
  4. Financial Freedom
  5. Complete Financial Integration

More about Five Oceans Advisors

DesignationsMinimum asset threshold
Registered Investment Advisor$1M - $2M
Firm CRD NumberNumber of advisors
3083775

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Advisors at Five Oceans Advisors

advisor
Focus areasTax Planning, Retirement Planning, Estate Planning, Investment Management, Risk/Insurance
Santa Monica, CA

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings