# Silicon Beach Financial LLC

> Silicon Beach Financial LLC is a state-registered investment advisory firm in Santa Monica, CA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 332472
- Filed as: SILICON BEACH FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Santa Monica, CA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332472
- AdvisorCensus page: https://advisorcensus.com/firm/silicon-beach-financial-llc-santa-monica-ca-332472

## Quick answers

**How is Silicon Beach Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Silicon Beach Financial LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Silicon Beach Financial LLC located?**
Silicon Beach Financial LLC's principal office is in Santa Monica, CA, according to its Form ADV.

**Is Silicon Beach Financial LLC registered with the SEC or a state?**
Silicon Beach Financial LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332472.

**How much does Silicon Beach Financial LLC manage?**
Silicon Beach Financial LLC reports $13,046,172 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**What types of clients does Silicon Beach Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (4); corporations or other businesses not listed above (1).

**Does Silicon Beach Financial LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332472

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $13,046,172
- Discretionary: $13,046,172
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $2,685,474 |
| High net worth individuals | 4 | $8,920,838 |
| Corporations or other businesses not listed above | 1 | $1,439,860 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- siliconbeachfinancial.com
- siliconbeachplanning.com
- LinkedIn @silicon-beach-financial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Silicon Beach Financial LLC (CRD 332472): Form ADV filing data as of October 2026.