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SILICON BEACH WEALTH, LLC

MARINA DEL REY, CA · CRD 310051 · IAPD ↗ · (424) 272-1638

$190.1MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — SILICON BEACH WEALTH, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — SILICON BEACH WEALTH, LLC reported RAUM up 32% ($143.8M -> $190.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2025 — SILICON BEACH WEALTH, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2025 — SILICON BEACH WEALTH, LLC (MARINA DEL REY, CA) is newly SEC-registered with $143.8M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.