# Silicon Beach Wealth, LLC

> Silicon Beach Wealth, LLC is an SEC-registered investment advisory firm in Marina del Rey, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 310051
- Filed as: SILICON BEACH WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Marina del Rey, CA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310051
- AdvisorCensus page: https://advisorcensus.com/firm/silicon-beach-wealth-llc-marina-del-rey-ca-310051

## Quick answers

**How is Silicon Beach Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Silicon Beach Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Silicon Beach Wealth, LLC located?**
Silicon Beach Wealth, LLC's principal office is in Marina del Rey, CA, according to its Form ADV.

**Is Silicon Beach Wealth, LLC registered with the SEC or a state?**
Silicon Beach Wealth, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 310051.

**How much does Silicon Beach Wealth, LLC manage?**
Silicon Beach Wealth, LLC reports $190,094,257 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (93% discretionary).

**How have Silicon Beach Wealth, LLC's assets and staff changed since 2025?**
In the Form ADV data for Silicon Beach Wealth, LLC: Regulatory assets under management: $143,805,566 in the October 2025 data and $190,094,257 in the October 2026 data, up 32%. Total employees: 3 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Silicon Beach Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (147); high net worth individuals (44).

**Which custodians does Silicon Beach Wealth, LLC use?**
Silicon Beach Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Silicon Beach Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310051

**Does Silicon Beach Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "There is no account minimum for any of SBW’s services."

**What changed in Silicon Beach Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $143,805,566 to $190,094,257 (+32%). Registered or notice-filed in NY.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Account minimum: None

> There is no account minimum for any of SBW’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $190,094,257
- Discretionary: $177,044,955
- Non-discretionary: $13,049,302

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 147 | $44,869,428 |
| High net worth individuals | 44 | $145,224,829 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- siliconbeachwealth.com
- Instagram @siliconbeachwealth
- LinkedIn @siliconbeachwealth
- YouTube @siliconbeachwealthmanageme101

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $143,805,566 | 3 | March 28, 2025 |
| October 2026 | $190,094,257 | 5 | March 12, 2026 |

Regulatory assets under management: $143,805,566 in the October 2025 data and $190,094,257 in the October 2026 data, up 32%.
Total employees: 3 in October 2025 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $143,805,566 to $190,094,257 (+32%).
- Registered or notice-filed in NY.

### December 2025
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Silicon Beach Wealth, LLC (CRD 310051): Form ADV filing data as of October 2026.