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BEACH CITIES WEALTH MANAGEMENT, LLC
CRD 158373 · SEC 801-72556
1500 W. BALBOA BLVD, #202A, NEWPORT BEACH, CA, 92663, United States
Phone
310-546-1399
Fax
310-362-8465
Registration
— (—)
Source
State registered
Total AUM
$108.9M
Discretionary AUM
$0
Team
2 total employees; 0 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $2.4M |
| High net worth individuals | 45 | $106.6M |
Official SEC filing: View on IAPD