Nicholas Yrizarry Wealth Management Group

Nicholas Yrizarry Wealth Management Group (CRD# 158631) is a financial advisory firm headquartered in Laguna Beach, CA. They manage $89,105,203 in 767 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    89
    MILLION
  • Total Number of Accounts
    767
    ACCOUNTS
  • Average Account Value
    $116,174
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
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, FL, MD, NC, TX, VA

Financial Advisors at Nicholas Yrizarry Wealth Management Group
Showing 1 - 3 of 3 top financial advisors.
1
Melissa L. Wright
CRD#: 5474662
361 Forest Avenue, Suite 202, Laguna Beach, CA 92651
96
Wealthminder
score

Melissa Wright (CRD# 5474662) is an Investment Advisor Representative working at Nicholas Yrizarry Wealth Management Group in Laguna Beach, CA and has over 7 years of experience in the finance industry. Melissa Wright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Steven P. Beiles
CRD#: 4915611
361 Forest Avenue, Suite 202, Laguna Beach, CA 92651
68
Wealthminder
score

Steven Beiles (CRD# 4915611) is an Investment Advisor Representative working at Nicholas Yrizarry Wealth Management Group in Laguna Beach, CA and has over 11 years of experience in the finance industry.

3
Nicholas N. Yrizarry
CRD#: 2075325
361 Forest Avenue, Ste. 202, Laguna Beach, CA 92651
59
Wealthminder
score

Nicholas Yrizarry (CRD# 2075325) is an Investment Advisor Representative working at Nicholas Yrizarry Wealth Management Group in Laguna Beach, CA and has over 27 years of experience in the finance industry.

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