MARINA DEL REY, CACRD 310051Latest ADV March 12, 2026
Silicon Beach Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Marina Del Rey, CA. Its latest Form ADV filing, dated March 12, 2026, reports $190M in regulatory assets under management, 5 employees, and 798 accounts.
Assets Under Management
$190M
Employees
5
Offices
--
Total Clients
191
Primary office
MARINA DEL REY, CA
4551 GLENCOE AVE, SUITE 215, MARINA DEL REY, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.0% of total clients.
Top client categories% of clientsClients
1
Individuals
77.0%
147
2
HNWI
23.0%
44
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$190Mas of March 12, 2026
Discretionary93.1%
$177M
93% of total RAUM93.1%
Non-discretionary6.9%
$13M
7% of total RAUM6.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$190M
Total Accounts798
10Y AUM Change+$46M (+32.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee38:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.