SILICON BEACH WEALTH, LLC

Overview

Silicon Beach Wealth, LLC is a fee-based advisory firm focused on individual and family clients, operating as an LLC and owned by an individual principal. The firm provides portfolio management for individuals and small businesses and offers pension consulting services. Its fees are a mix of percentage‑of‑AUM and fixed fees, and the firm identifies itself as an active ESG investor — ESG considerations are incorporated into manager selection and portfolio construction. Investment activity centers on public pooled vehicles as the primary sleeve, supplemented by allocations to third‑party alternative managers. Silicon Beach Wealth runs mostly discretionary mandates and uses external managers for specialized strategies where clients need broader exposure than public markets alone. The firm is not positioned as a capital allocator and is not a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices