RIA Intel›Advisers›California›BEACON POINTE WEALTH ADVISORS, LLC

BEACON POINTE WEALTH ADVISORS, LLC

Advisory

N·NEWPORT BEACH, CA

Data as of Mar 30, 2020 · Source: SEC Form ADV

Total AUM

$3.2B

1-Year AUM Growth

+46.3%

3-Year CAGR

+21.6%

Employees

68

Assets Under Management

Total AUM$3.2B

Discretionary AUM$3.2B

Non-Discretionary AUM$10M

Discretionary %99.7%

Total Clients—

Team

Total Employees68

Investment Advisers103

Employee Growth (1Y)—

Filing History

Total Filings on Record55

First FilingAug 21, 2009

Latest FilingMar 30, 2020

🔒 Full AUM trend chart and 55 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BEACON POINTE WEALTH ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.