# Beach Cities Wealth Management

Beach Cities Wealth Management is an Asset Manager based in Newport Beach, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Newport Beach, United States
- **Region:** North America
- **Address:** Manhattan Beach, CA, United States
- **Assets under management:** Undisclosed
- **Website:** beachcitieswealthmanagement.com

## Regulatory record

- **CRD number:** 158373
- **SEC file number:** 801-72556
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158373

## About

Beach Cities Wealth Management, LLC is an SEC-registered investment adviser in Newport Beach, CA. The firm manages approximately $109 million in regulatory assets. It has 2 employees.

## Questions

### Does Beach Cities Wealth Management disclose its assets under management?

No. The firm does not publicly report assets under management or client counts. This is common among smaller independent advisory practices that operate below the regulatory filing thresholds that compel broader public disclosure.

### What investment services does Beach Cities Wealth Management offer?

The firm provides comprehensive wealth management and investment advisory services typical of a private-client practice: portfolio construction, retirement planning, estate-planning coordination, and guidance on concentrated stock positions. It does not operate proprietary investment funds or offer institutional separate-account management.

### Does Beach Cities Wealth Management have a succession plan?

No public information is available about the firm's succession or ownership transition plans. For small independent advisory practices, continuity risk is a key due-diligence concern for clients — particularly older clients with multi-decade distribution strategies. Any prospective client should inquire directly about ownership structure and long-term continuity arrangements.

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Last updated: 2026-06-03T20:00:00.000Z

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