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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Silicon Beach Wealth LLC
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| CRD # | 310051 |
| SEC # | 801-132585 |
| CIK # | |
| AUM | $143.8 M (2025-03-28) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 424-272-1638 |
| Address | 4551 Glencoe Ave Marina del Rey, CA 90292 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 129 | 104.7 |
| (b) Individuals (high net worth individuals) | 37 | 39.1 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 670 | 143.8 |
| By Discretionary | ||
| Discretionary | 654 | 136.6 |
| Non-Discretionary | 16 | 7.2 |
| Total | 670 | 143.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.8 | |
| Total | 670 | 143.8 |
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|---|---|---|
|
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IL | 0.1 |
|
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TX | 0.1 |
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MA | 0.1 |
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MN | 0.1 |
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|
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TX | 0.1 |
|
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NC | 0.1 |
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|
ZEIT Capital LLC
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0.1 | |
|
Star Capital Inc
✚
|
MN | 0.1 |