Beach Cities Wealth Management, LLC

Beach Cities Wealth Management, LLC (CRD# 158373) is a financial advisory firm headquartered in Manhattan Beach, CA. They manage $94,581,211 in 160 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

1218 Highland Avenue, Manhattan Beach, CA 90266

By the Numbers

Total Assets Under Management

95

MILLION
Total Number of Accounts

160

ACCOUNTS
Average Account Value

$591,133

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Beach Cities Wealth Management, LLC

Showing 1 - 2 of 2 top financial advisors.

Brett V. Niven

CRD#: 3120871

1220 Highland Avenue, Manhattan Beach, CA 90266

Brett Niven (CRD# 3120871) is an Investment Advisor Representative working at Beach Cities Wealth Management, LLC in Manhattan Beach, CA and has over 25 years of experience in the finance industry.

Michael P. Woods

CRD#: 1826585

1220 Highland Avenue, Manhattan Beach, CA 90266

Michael Woods (CRD# 1826585) is an Investment Advisor Representative working at Beach Cities Wealth Management, LLC in Manhattan Beach, CA and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals