BEACH CITIES WEALTH MANAGEMENT, LLC

BEACH CITIES WEALTH MANAGEMENT, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 158373). Regulatory assets under management: $108.9M.

Registration

• CRD: 158373
• SEC file number: 801-72556
• Type: Registered investment adviser
• Location: 1500 W. BALBOA BLVD, NEWPORT BEACH, CA, 92663
• Phone: 310-546-1399
• Latest filing: 2026-03-25
• Regulatory AUM: $108.9M
• Non-discretionary AUM: $108.9M
• Clients: 2
• Accounts: 142

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 158373 on SEC IAPD (source of record)
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