Beacon Pointe Wealth Advisors LLC

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Assets, Funds, Holdings

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Beacon Pointe Wealth Advisors LLC
CRD #151328
SEC #801-70550
CIK #0001748071
AUM
Employees 103 (66% Investors, 2% Brokers)
Phone949-718-1600
Address24 Corporate Plaza Drive
Newport Beach, CA 92660
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
4.03.22.41.60.80.02007201220172023
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AAPL 2,382.8 0.4
NVDA 399.6 0.3
MSFT 1,918.2 0.3
AMZN 1,093.0 0.1
GOOGL 1,475.1 0.1
JPM 340.2 0.1
META 434.9 0.1
CVX 294.6 0.1
DDS 4.3 0.1
PG 338.1 0.1
View All
Holdings by Sector ($BB)
10.08.06.04.02.00.02019202120232025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 1,531 0.6
(b) Individuals (high net worth individuals) 842 2.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 18 0.0
(h) Charitable organizations 11 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 19 0.2
(n) Other 0 0.0
Total 9,591 3.2
By Discretionary
Discretionary 9,577 3.2
Non-Discretionary 14 0.0
Total 9,591 3.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.2
Total 9,591 3.2
EDGAR Form CIK 2011 - 2024
13F-HR [0001748071]
13F-NT [0001748071]
Related Firms State AUM ($BB)
Beacon Pointe Advisors LLC
CA 31.3
Port Street Investments LLC
CA 0.2
Beacon Pointe Wealth Advisors LLC
CA 0.0
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