BEACON POINTE WEALTH ADVISORS, LLC

BEACON POINTE WEALTH ADVISORS, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 151328). Regulatory assets under management: $3.2B.

Registration

Officers, owners & control persons (17)

NameRoleLocation
Meyer AlanCLASS B MEMBER; MEMBERWest Bloomfield, MI
EUSEY SHANNON EMANAGER, CHIEF COMPLIANCE OFFICER; OWNER
FLINT GARTH KEVINMANAGER; MANAGER/CLASS A MEMBER; OWNER (+1 more)
ROSING MOLLIE FMANAGER
COOPER MATTHEW BAIRDCHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER/CLASS A MEMBER (+1 more)
PECK DIANE MARILYNCHIEF FINANCIAL OFFICER
AINSWORTH LAINE RYHINERCLASS B MEMBER; MEMBER
MOEHLMAN MARK LOUISCLASS B MEMBER; MEMBER
STALEY CHITRA RAGHAVANMEMBER
HOWIE ERIC CARLINCLASS B MEMBER
EUSEY SHANNON ELIZABETHMANAGER; MANAGER & CHIEF COMPLIANCE OFFICER; MANAGER, CHIEF COMPLIANCE OFFICER (+2 more)
DORFMAN GARY KEITHCLASS B MEMBER
FLINT CLAUDIA ANNTRUSTEE
EUSEY RICHARD EDWARDTRUSTEE
DOW MICHAEL GAFFNEYCHIEF INVESTMENT OFFICER
MATHERS MARK VINCENTMEMBER
DAVENPORT JAMES FERRILLMEMBER

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