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Building 2SILICON BEACH WEALTH, LLC

Map pinMARINA DEL REY, CA
Phone(424) 272-1638
NotebookSEC #801-132585
Total AUM
$190.1M
Employees
5
Clients
191

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4551 GLENCOE AVE
SUITE 215
MARINA DEL REY
CA 90292
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
(424) 272-1638

ReceiptFinancials

Total AUM
$190.1M
Accounts
798
Discretionary
$177M
Accounts
780
Non-Discretionary
$13M
Accounts
18

ContactClients

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Individual Clients
147
AUM
$44.9M
HNW Individual Clients
44
AUM
$145.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALANYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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