RIA Intel›Advisers›California›SILICON BEACH WEALTH, LLC

SILICON BEACH WEALTH, LLC

Advisory

MARINA DEL REY, CA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM

$190M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$190M

Discretionary AUM$177M

Non-Discretionary AUM$13M

Discretionary %93.1%

Total Clients166

Team

Total Employees3

Investment Advisers5

Employee Growth (1Y)—

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 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 SILICON BEACH WEALTH, LLC

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