PRIVATE OCEAN, LLC
Legal name: WEALTHSPIRE ADVISORS
CRD #110666 SEC #801-20857 SAN RAFAEL, CA 415-526-2900
SEC Registered
Total AUM
$2.8B
Discretionary
$2.8B
Employees
45
Clients
--
Accounts
944
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2024 | $2.8B | $2.8B | $13.4M | 45 | 0 |
| Mar 2024 | $2.8B | $2.8B | $13.4M | 45 | 0 |
| Mar 2023 | $2.5B | $2.4B | $13.5M | 44 | 0 |
| Nov 2022 | $2.8B | $2.8B | $11.7M | 41 | 1 |
| May 2022 | $2.8B | $2.8B | $11.7M | 41 | 1 |
| Mar 2022 | $2.8B | $2.8B | $11.7M | 41 | 1 |
| Jan 2022 | $2.4B | $2.4B | $12.4M | 46 | 1 |
| Nov 2021 | $2.4B | $2.4B | $12.4M | 46 | 1 |
| Mar 2021 | $2.4B | $2.4B | $12.4M | 46 | 1 |
| Mar 2021 | $2.4B | $2.4B | $12.4M | 46 | 1 |
| Nov 2020 | $2.3B | $2.3B | $9.5M | 53 | 1 |
| Sep 2020 | $2.3B | $2.3B | $9.5M | 53 | 1 |
| Jun 2020 | $2.3B | $2.3B | $9.5M | 53 | 1 |
| Apr 2020 | $2.3B | $2.3B | $9.5M | 53 | 1 |
| Mar 2020 | $2.3B | $2.3B | $9.5M | 53 | 1 |
| Jul 2019 | $2B | $2B | $13.1M | 53 | 2 |
| Jun 2019 | $2B | $2B | $13.1M | 53 | 2 |
| Mar 2019 | $2B | $2B | $13.1M | 53 | 2 |
| Jun 2018 | $1.6B | $1.6B | $15.6M | 36 | 0 |
| Jan 2018 | $1.6B | $1.6B | $15.6M | 36 | 0 |
| Sep 2017 | $1.1B | $1B | $5.3M | 24 | 500 |
| Feb 2017 | $1.1B | $1B | $5.3M | 24 | 500 |
| Nov 2016 | $955.6M | $934.3M | $21.4M | 23 | 500 |
| Apr 2016 | $955.6M | $934.3M | $21.4M | 23 | 500 |
| Mar 2016 | $955.6M | $934.3M | $21.4M | 23 | 500 |
| Oct 2015 | $890.1M | $868.8M | $21.3M | 23 | 400 |
| Feb 2015 | $890.1M | $868.8M | $21.3M | 23 | 400 |
| Oct 2014 | $880.3M | $846.7M | $33.6M | 23 | 400 |
| Oct 2014 | $880.3M | $846.7M | $33.6M | 23 | 400 |
| Mar 2014 | $880.3M | $846.7M | $33.6M | 23 | 400 |
| Nov 2013 | $756.1M | $731.3M | $24.8M | 25 | 400 |
| Nov 2013 | $756.1M | $731.3M | $24.8M | 25 | 400 |
| Mar 2013 | $756.1M | $731.3M | $24.8M | 25 | 400 |
| Dec 2012 | $669.8M | $642.7M | $27.1M | 25 | 400 |
| Dec 2012 | $669.8M | $642.7M | $27.1M | 25 | 400 |
| Oct 2012 | $669.8M | $642.7M | $27.1M | 11 | 400 |
| Oct 2012 | $669.8M | $642.7M | $27.1M | 11 | 400 |
| Aug 2012 | $669.8M | $642.7M | $27.1M | 11 | 400 |
| Mar 2012 | $669.8M | $642.7M | $27.1M | 11 | 400 |
| Mar 2011 | $726.9M | $692.6M | $34.3M | -- | -- |
| Mar 2011 | $726.9M | $692.6M | $34.3M | -- | -- |
| Jan 2010 | $657.9M | $599.1M | $58.8M | -- | -- |
| Oct 2009 | $612.9M | $576.3M | $36.5M | -- | -- |
| Feb 2008 | $454.2M | $448.4M | $5.8M | -- | -- |
| Nov 2007 | $376.9M | $372.9M | $4M | -- | -- |
| Jan 2007 | $376.9M | $372.9M | $4M | -- | -- |
| Mar 2006 | $335M | $320M | $15M | -- | -- |
| Jun 2005 | $264M | $258M | $6M | -- | -- |
| Apr 2002 | $130M | $122M | $8M | 10 | -- |
| Jun 2001 | $110M | $102M | $8M | 10 | -- |
DateApr 2024
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$13.4M
Employees45
Clients0
DateMar 2024
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$13.4M
Employees45
Clients0
DateMar 2023
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$13.5M
Employees44
Clients0
DateNov 2022
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$11.7M
Employees41
Clients1
DateMay 2022
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$11.7M
Employees41
Clients1
DateMar 2022
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$11.7M
Employees41
Clients1
DateJan 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$12.4M
Employees46
Clients1
DateNov 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$12.4M
Employees46
Clients1
DateMar 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$12.4M
Employees46
Clients1
DateMar 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$12.4M
Employees46
Clients1
DateNov 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$9.5M
Employees53
Clients1
DateSep 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$9.5M
Employees53
Clients1
DateJun 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$9.5M
Employees53
Clients1
DateApr 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$9.5M
Employees53
Clients1
DateMar 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$9.5M
Employees53
Clients1
DateJul 2019
Total AUM$2B
Discretionary$2B
Non-Disc.$13.1M
Employees53
Clients2
DateJun 2019
Total AUM$2B
Discretionary$2B
Non-Disc.$13.1M
Employees53
Clients2
DateMar 2019
Total AUM$2B
Discretionary$2B
Non-Disc.$13.1M
Employees53
Clients2
DateJun 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$15.6M
Employees36
Clients0
DateJan 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$15.6M
Employees36
Clients0
DateSep 2017
Total AUM$1.1B
Discretionary$1B
Non-Disc.$5.3M
Employees24
Clients500
DateFeb 2017
Total AUM$1.1B
Discretionary$1B
Non-Disc.$5.3M
Employees24
Clients500
DateNov 2016
Total AUM$955.6M
Discretionary$934.3M
Non-Disc.$21.4M
Employees23
Clients500
DateApr 2016
Total AUM$955.6M
Discretionary$934.3M
Non-Disc.$21.4M
Employees23
Clients500
DateMar 2016
Total AUM$955.6M
Discretionary$934.3M
Non-Disc.$21.4M
Employees23
Clients500
DateOct 2015
Total AUM$890.1M
Discretionary$868.8M
Non-Disc.$21.3M
Employees23
Clients400
DateFeb 2015
Total AUM$890.1M
Discretionary$868.8M
Non-Disc.$21.3M
Employees23
Clients400
DateOct 2014
Total AUM$880.3M
Discretionary$846.7M
Non-Disc.$33.6M
Employees23
Clients400
DateOct 2014
Total AUM$880.3M
Discretionary$846.7M
Non-Disc.$33.6M
Employees23
Clients400
DateMar 2014
Total AUM$880.3M
Discretionary$846.7M
Non-Disc.$33.6M
Employees23
Clients400
DateNov 2013
Total AUM$756.1M
Discretionary$731.3M
Non-Disc.$24.8M
Employees25
Clients400
DateNov 2013
Total AUM$756.1M
Discretionary$731.3M
Non-Disc.$24.8M
Employees25
Clients400
DateMar 2013
Total AUM$756.1M
Discretionary$731.3M
Non-Disc.$24.8M
Employees25
Clients400
DateDec 2012
Total AUM$669.8M
Discretionary$642.7M
Non-Disc.$27.1M
Employees25
Clients400
DateDec 2012
Total AUM$669.8M
Discretionary$642.7M
Non-Disc.$27.1M
Employees25
Clients400
DateOct 2012
Total AUM$669.8M
Discretionary$642.7M
Non-Disc.$27.1M
Employees11
Clients400
DateOct 2012
Total AUM$669.8M
Discretionary$642.7M
Non-Disc.$27.1M
Employees11
Clients400
DateAug 2012
Total AUM$669.8M
Discretionary$642.7M
Non-Disc.$27.1M
Employees11
Clients400
DateMar 2012
Total AUM$669.8M
Discretionary$642.7M
Non-Disc.$27.1M
Employees11
Clients400
DateMar 2011
Total AUM$726.9M
Discretionary$692.6M
Non-Disc.$34.3M
Employees--
Clients--
DateMar 2011
Total AUM$726.9M
Discretionary$692.6M
Non-Disc.$34.3M
Employees--
Clients--
DateJan 2010
Total AUM$657.9M
Discretionary$599.1M
Non-Disc.$58.8M
Employees--
Clients--
DateOct 2009
Total AUM$612.9M
Discretionary$576.3M
Non-Disc.$36.5M
Employees--
Clients--
DateFeb 2008
Total AUM$454.2M
Discretionary$448.4M
Non-Disc.$5.8M
Employees--
Clients--
DateNov 2007
Total AUM$376.9M
Discretionary$372.9M
Non-Disc.$4M
Employees--
Clients--
DateJan 2007
Total AUM$376.9M
Discretionary$372.9M
Non-Disc.$4M
Employees--
Clients--
DateMar 2006
Total AUM$335M
Discretionary$320M
Non-Disc.$15M
Employees--
Clients--
DateJun 2005
Total AUM$264M
Discretionary$258M
Non-Disc.$6M
Employees--
Clients--
DateApr 2002
Total AUM$130M
Discretionary$122M
Non-Disc.$8M
Employees10
Clients--
DateJun 2001
Total AUM$110M
Discretionary$102M
Non-Disc.$8M
Employees10
Clients--