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Beach Cities Wealth Management, LLC CRD 158373
$109M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1500 W. Balboa Blvd #202A, Newport Beach, CA 92663 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-12 |
| TX | RA | APPROVED_RES | 2017-04-19 |
Branch Locations
1220 Highland Avenue, Manhattan Beach, CA 90266 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beach Cities Wealth Management | Manhattan Beach | CA | 07/2011 | Present |
1.BLUE CROSS HEALTH INS;INVESTMENT RELATED;08/05-PRESENT; MANHATTAN BEACH,CA; INSURANCE;2 HOURS PER MNTH; 2HRS DURING TRADING; ADVISOR. 2.BEACH CITIES WEALTH MGMT RIA, 1220 HIGHLAND AVE HANHATTAN BEACH CA 90266, INVESTMENT ADVISOR, JULY 2011, FEE BASED MGMT, 30HRS PER WEEK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-29 |
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