About Private Ocean
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. The firm has over $2.3 billion in assets under management as of December 31, 2019, and has locations in San Rafael, San Francisco, and Seattle. Private Ocean works with senior executives, business owners and other affluent individuals with a minimum of $2 million to invest.