K1 INVESTMENT MANAGEMENT LLC
Manhattan Beach, CA
AUM
$23.60B
Wealth Mgmt
Team
64 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
800 310 2870
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, MANHATTAN BEACH
24 advisers found
CAMBRIA INVESTMENT MANAGEMENT, L.P.
Manhattan Beach, CA
AUM
$3.58B
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
310-683-5500
FIVE ARROWS MANAGERS NORTH AMERICA LLC
Manhattan Beach, CA
AUM
$3.37B
Wealth MgmtInstitutional
Team
11 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
213-621-3700
MONOGRAPH WEALTH ADVISORS, LLC
Manhattan Beach, CA
AUM
$3.25B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
310-496-7377
PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC
Manhattan Beach, CA
AUM
$2.98B
Wealth Mgmt
Team
33 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
424.955.6388
JEPPSON WEALTH MANAGEMENT, LLC
Manhattan Beach, CA
AUM
$763.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
424-456-3111
OCEAN PATH ADVISORS, LLC
Manhattan Beach, CA
AUM
$559.5M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM
310 302 7685
WOMACK WEALTH MANAGEMENT, INC.
Manhattan Beach, CA
AUM
$406.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
310-684-3868
SECOND 50 FINANCIAL
Manhattan Beach, CA
AUM
$341.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
424-260-1551
POINTONE FAMILY OFFICE
Manhattan Beach, CA
AUM
$327.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(310) 737-2637
TRILINC ADVISORS, LLC
Manhattan Beach, CA
AUM
$282.8M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-997-0580
FAMILY FINANCIAL
Manhattan Beach, CA
AUM
$280.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(310) 598-8481
MADRID RETIREMENT ADVISORS
Manhattan Beach, CA
AUM
$184.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
714-465-2537
TRILINC GLOBAL ADVISORS, LLC
Manhattan Beach, CA
AUM
$181.7M
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-997-0580
EPIC FUNDS
Manhattan Beach, CA
AUM
$166.5M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
720-593-6399
WALLENDER, TIMOTHY JOSEPH
Manhattan Beach, CA
AUM
$137.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
310-318-3255
MOGUL WEALTH MANAGEMENT, INC.
Manhattan Beach, CA
AUM
$59.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
310-545-6700
VITA WEALTH ADVISORS, LLC
Manhattan Beach, CA
AUM
$54.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-243-6442
EXCELSUS CAPITAL MANAGEMENT
Manhattan Beach, CA
AUM
$52.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-376-1367
HARRIS & ASSOCIATES
Manhattan Beach, CA
AUM
$38.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-318-3700
HOLT INVESTMENT ADVISORS
Manhattan Beach, CA
AUM
$20.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
310-937-1561
KILIMANJARO CAPITAL, LLC
Manhattan Beach, CA
AUM
$9.6M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
650-251-4180
TUSKER CAPITAL, LLC
Manhattan Beach, CA
AUM
$2.0M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+1 (310) 804-5772
SILA VALUE ADVISORS, LLC
Manhattan Beach, CA
AUM
$2.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
310-937-9301
Full profileNo website