Beach Cities Wealth Management, LLC
Beach Cities Wealth Management, LLC (CRD# 158373) is a financial advisory firm headquartered in Manhattan Beach, CA. They manage $94,581,211 in 160 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Beach Cities Wealth Management, LLC
By the Numbers
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Total Assets Under Management95MILLION
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Total Number of Accounts160ACCOUNTS
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Average Account Value$591,133
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Beach Cities Wealth Management, LLC
1
Brett Niven (CRD# 3120871) is an Investment Advisor Representative working at Beach Cities Wealth Management, LLC in Manhattan Beach, CA and has over 25 years of experience in the finance industry.
2
Michael Woods (CRD# 1826585) is an Investment Advisor Representative working at Beach Cities Wealth Management, LLC in Manhattan Beach, CA and has over 35 years of experience in the finance industry.
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