SILICON BEACH WEALTH, LLC
Total AUM
$190.1M
Employees
5Clients
191Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4551 GLENCOE AVE
SUITE 215
MARINA DEL REY
CA 90292
United States
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
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
(424) 272-1638
Financials
Total AUM
$190.1M
Accounts
798Discretionary
$177M
Accounts
780Non-Discretionary
$13M
Accounts
18
Clients
Individual Clients
147AUM
$44.9M
HNW Individual Clients
44AUM
$145.2M
Services
Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CALANYTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.