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
By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    567
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Silicon Beach Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jose L. Vitela
CRD#: 4537649
1713 Robson Ave, Santa Monica, CA 90405

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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