Overview
Assets Under Management: $144 million
Headquarters: MARINA DEL REY, CA
High-Net-Worth Clients: 37
Average Client Assets: $1 million
Frequently Asked Questions
SILICON BEACH WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310051), SILICON BEACH WEALTH, LLC is subject to fiduciary duty under federal law.
SILICON BEACH WEALTH, LLC is headquartered in MARINA DEL REY, CA.
SILICON BEACH WEALTH, LLC serves 37 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, SILICON BEACH WEALTH, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
SILICON BEACH WEALTH, LLC manages $144 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, SILICON BEACH WEALTH, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.21
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 670
Discretionary Accounts: 654
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 310051
Filing ID: 1970440
Last Filing Date: 2025-03-28 12:33:00
Website: https://siliconbeachwealth.com