Be advised. This firm is no longer registered.

Beacon Pointe Wealth Advisors, LLC

Beacon Pointe Wealth Advisors, LLC (CRD# 151328) is a financial advisory firm headquartered in Newport Beach, CA. They manage $2,192,043,558 in 7,761 accounts and serve the financial needs of clients across 32 states (or territories).

Current Firm Details
24 Corporate Plaza Drive, Suite 150, Newport Beach, CA 92660
https://www.linkedin.com/company/beacon-pointe-wealth-advisors/
By the Numbers
  • Total Assets Under Management
    2,192
    MILLION
  • Total Number of Accounts
    7,761
    ACCOUNTS
  • Average Account Value
    $282,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, IA, IL, LA, MA, MD, ME, MN, MO, MS, MT, ND, NE, NH, NJ, NM, NV, NY, OK, OR, PA, RI, SD, TX, VT, WA, WY

Financial Advisors at Beacon Pointe Wealth Advisors, LLC
No Advisor Found.

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.

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