Silicon Beach Wealth, LLC
Silicon Beach Wealth, LLC (CRD# 310051) is a financial advisory firm headquartered in Marina Del Rey, CA. They manage $125,214,504 in 567 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Silicon Beach Wealth, LLC
By the Numbers
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Total Assets Under Management125MILLION
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Total Number of Accounts567ACCOUNTS
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Average Account Value$220,837
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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 Silicon Beach Wealth, LLC
1
Jose Vitela (CRD# 4537649) is an Investment Advisor Representative working at Silicon Beach Wealth, LLC in Santa Monica, CA and has over 21 years of experience in the finance industry.
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