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Blue Sands Wealth

EST. AUM
$100,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number
Website bluesandswealth.com
Client types

Overview

Blue Sands Wealth is an independent wealth management and financial planning firm headquartered in Irvine, California. Founded by Managing Partner Letitia Berbaum, AIF®, CEPA®, the firm provides personalized wealth management, investment advisory, and financial planning services to entrepreneurs, corporate executives, high-net-worth individuals, and families. Through its affiliation with RFG Advisory LLC, Blue Sands Wealth combines boutique, client-focused service with institutional investment resources and operational support. Its integrated planning approach includes investment management, retirement planning, business succession planning, estate planning, and risk management to help clients preserve and grow wealth over the long term.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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