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Silicon Beach Wealth, LLC

EST. AUM
$190,094,257

CONTACTS
3

CLIENT ACCOUNTS
798

Firm Details

Metro area Los Angeles
CRD Number 310051
Website siliconbeachwealth.com
Client types

Overview

Silicon Beach Wealth is a privately held financial advisory firm headquartered in Marina del Rey, California. Founded in 2020, the firm specializes in wealth management, offering services that extend beyond traditional investment strategies. With a commitment to integrity and client devotion, Silicon Beach Wealth focuses on enhancing the financial success of its clients, who are primarily successful, socially conscious professionals, executives, business owners, and entrepreneurs. The firm's approach emphasizes inclusion and aims to challenge clients to live purpose-driven lives, positively impacting their families, communities, and the environment.

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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