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Petra Ljubic-Lane

Beacon Pointe Advisors, LLC

Newport Beach, CA

Seattle, WA

CRD 7072411

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Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-07-29
  • WA RA
    APPROVED
    Since 2022-07-29

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

5001 25Th Ave. Ne Suite 201 E, Seattle, WA 98105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cpwm, Llc Seattle WA 05/2015 06/2022
Beacon Pointe Advisors, Llc Seattle WA 07/2022 03/2026
Beacon Pointe Advisors, Llc Seattle WA 04/2026 Present
Previous Registrations
  • 2020-02-10 → 2022-06-08
    Columbia Pacific Wealth Management
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-10
  • S65 Uniform Investment Adviser Law Examination
    2020-02-10
Other Names
  • Petra Ljubic

View on SEC IAPD

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