Beach Cities Wealth Management, LLC

Beach Cities Wealth Management, LLC (CRD# 158373) is a financial advisory firm headquartered in Manhattan Beach, CA. They manage $76,306,806 in 168 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $454,207
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Beach Cities Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brett V. Niven
CRD#: 3120871
1220 Highland Avenue, Manhattan Beach, CA 90266
93
Wealthminder
score

Brett Niven (CRD# 3120871) is an Investment Advisor Representative working at Beach Cities Wealth Management, LLC in Manhattan Beach, CA and has over 18 years of experience in the finance industry.

2
Michael P. Woods
CRD#: 1826585
1220 Highland Avenue, Manhattan Beach, CA 90266
63
Wealthminder
score

Michael Woods (CRD# 1826585) is an Investment Advisor Representative working at Beach Cities Wealth Management, LLC in Manhattan Beach, CA and has over 28 years of experience in the finance industry.

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