BEACH CITIES WEALTH MANAGEMENT, LLC

Overview

Beach Cities Wealth Management, LLC is a small, owner-operated wealth advisory firm that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and reports a clear tilt toward equities, using exchange-traded instruments as the dominant building blocks of client portfolios. Advisory services are provided on a non-discretionary basis, meaning clients retain trading authority while the firm delivers investment advice and portfolio recommendations. The firm is not positioned as an ESG-focused manager and maintains an industry affiliation with an insurance company, suggesting integration of insurance products into client planning where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices