# BEACON POINTE WEALTH ADVISORS, LLC

BEACON POINTE WEALTH ADVISORS, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 151328
- Type: SEC-registered investment adviser
- SEC file number: 801-70550
- Location: 24 CORPORATE PLAZA DRIVE, SUITE 150, NEWPORT BEACH, CA, 92660
- Phone: 949-718-1600
- Latest filing: 2020-03-30
- Regulatory AUM: $3.2B
- Discretionary AUM: $3.2B
- Non-discretionary AUM: $10.5M
- Clients: 103
- Accounts: 9,591

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| Meyer Alan | CLASS B MEMBER; MEMBER | West Bloomfield, MI |
| EUSEY SHANNON E | MANAGER, CHIEF COMPLIANCE OFFICER; OWNER | — |
| FLINT GARTH KEVIN | MANAGER; MANAGER/CLASS A MEMBER; OWNER (+1 more) | — |
| ROSING MOLLIE F | MANAGER | — |
| COOPER MATTHEW BAIRD | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER/CLASS A MEMBER (+1 more) | — |
| PECK DIANE MARILYN | CHIEF FINANCIAL OFFICER | — |
| AINSWORTH LAINE RYHINER | CLASS B MEMBER; MEMBER | — |
| MOEHLMAN MARK LOUIS | CLASS B MEMBER; MEMBER | — |
| STALEY CHITRA RAGHAVAN | MEMBER | — |
| HOWIE ERIC CARLIN | CLASS B MEMBER | — |
| EUSEY SHANNON ELIZABETH | MANAGER; MANAGER & CHIEF COMPLIANCE OFFICER; MANAGER, CHIEF COMPLIANCE OFFICER (+2 more) | — |
| DORFMAN GARY KEITH | CLASS B MEMBER | — |
| FLINT CLAUDIA ANN | TRUSTEE | — |
| EUSEY RICHARD EDWARD | TRUSTEE | — |
| DOW MICHAEL GAFFNEY | CHIEF INVESTMENT OFFICER | — |
| MATHERS MARK VINCENT | MEMBER | — |
| DAVENPORT JAMES FERRILL | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151328/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151328/similar
- Related entities: https://search.stillhousedata.com/firm/151328/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151328

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.