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Silicon Beach Wealth
We are an investment and financial advisory firm focused on enhancing the financial success of our clients. | Our company is defined by our integrity, passion,...
Silicon Beach Wealth
We are an investment and financial advisory firm focused on enhancing the financial success of our clients. | Our company is defined by our integrity, passion, and devotion to our clients and partners. We are committed to inclusion: serving established or up-and-coming professionals and entrepreneurs. The service we provide extends beyond maximizing investment returns.
General information
Firm type
RIA
Frequently asked questions
How does Silicon Beach Wealth source proprietary deal flow?
The firm sources investment opportunities primarily through its network of relationships with venture capital and private equity firms, as well as direct introductions within the Southern California technology and entertainment ecosystem. It does not publicly detail proprietary sourcing mechanisms.
Does Silicon Beach Wealth participate in fund commitments or only direct deals?
The firm participates in both fund commitments and direct investments. It allocates capital through venture capital and private equity funds, and also makes direct investments in private companies, particularly those based in the Los Angeles area.
What investment stages does Silicon Beach Wealth typically target?
Silicon Beach Wealth targets early- and growth-stage companies, with a focus on private equity, venture capital, and real estate opportunities. It does not specify a preference for seed, Series A, or later-stage rounds publicly.
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