# WEALTH BEING ADVISORS LLC

WEALTH BEING ADVISORS LLC is an Asset Manager based in Hermosa Beach, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Hermosa Beach, United States
- **Assets under management:** Undisclosed
- **Website:** wealthbeingadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/charleyedson

## Regulatory record

- **CRD number:** 333094
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333094

## About

Wealth Being Advisors is a fee-only fiduciary financial planning firm. It helps mid-career and high-earning professionals get organized, optimize their money, and make confident choices about spending, saving, and growing wealth. The firm positions itself as a modern advisor acting more like a personal CFO than a stock picker, coordinating cash flow, tax strategy, equity comp, investments, and estate planning.

## People

- Charley Edson — CFP®, founder
- Charley Edson — founder of Wealth Being Advisors

## Questions

### How does the firm custody client assets?

As a registered investment advisor, WEALTH BEING ADVISORS LLC does not take physical custody of client assets. It operates through institutional custodian partnerships — commonly firms such as Charles Schwab, Fidelity, or Pershing — where clients hold accounts in their own names and grant the advisor limited trading authority. Custodial statements are sent directly from the custodian to the client, providing third-party verification of holdings and transactions.

### Is WEALTH BEING ADVISORS LLC a fiduciary?

As a registered investment advisor regulated by the SEC or a state securities regulator, the firm is held to a fiduciary standard under the Investment Advisers Act of 1940. This legal obligation requires that the firm act in its clients' best interests, fully disclose conflicts of interest, and avoid transactions that place the advisor's interests ahead of the client's. The fiduciary duty applies continuously to all advisory relationships, not just specific transactions.

### What investment philosophy does the firm apply to client portfolios?

The firm practices goals-based, long-horizon portfolio management, constructing allocations primarily from low-cost exchange-traded funds and mutual funds. Strategy emphasizes risk-appropriate asset allocation, tax-aware asset location across account types, and periodic rebalancing — rather than market timing, individual stock selection, or tactical sector rotation. Fixed income and retirement-income modeling are integrated into the planning framework for retiree and near-retiree households.

## Related profiles

- [Ellis Financial Planning](https://altss.com/profile/ellis-financial-planning)
- [Penfund Prime Management](https://altss.com/profile/penfund-prime-management-ltd)

---

Last updated: 2026-08-11T15:08:32.892Z

Canonical page: https://altss.com/profile/wealth-being-advisors-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology