SILICON BEACH WEALTH, LLC of MARINA DEL REY, CA is an SEC-registered investment adviser (CRD 310051). Regulatory assets under management: $190.1M.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Jose Luis Vitela | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2020-11-10 | civil | MR. VITELA'S FORMER EMPLOYER, CORE FINANCIAL PARTNERS, INC., FILED AN ACTION FALSELY AND MALICIOUSLY ALLEGING THAT MR. VITELA AND HIS NEW FIRM IMPROPERLY SOLICITED CORE CLIENTS AND USED CORE INFORMATION. | Pending | — |