Chief Compliance Officer · Ocean Path Advisors, LLC
Riley van Velthuyzen
CRD 7536298 · Named on Form ADV at one SEC-registered adviser
At a glance
Ocean Path Advisors, LLC, an SEC-registered wealth manager based in Manhattan Beach, CA with $560 million in regulatory assets, lists Riley van Velthuyzen on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Ocean Path Advisors, LLCChief Compliance OfficerWealth manager · Manhattan Beach, CA · $560M in regulatory assets
AtlasMembers
Riley’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Todd C. ButlerManaging Member and Principal, Ocean Path Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Riley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.