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Julia Fahlen

Silicon Beach Wealth, LLC

Marina Del Rey, CA

CRD 7575539

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Employer firm

Silicon Beach Wealth, LLC CRD 310051

$190M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Silicon Beach Wealth, Llc

4551 Glencoe Ave Suite 215, Marina Del Rey, CA 90292 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-25
  • CA RA
    APPROVED
    Since 2025-09-25

Branch Locations

4551 Glencoe Ave Suite 215, Marina Del Rey, CA 90292 • 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
Seia Llc Pasadena CA 06/2022 07/2025
Ses Inc. Pasadena CA 08/2023 09/2025
Homemaker La Canada CA 12/2011 06/2022
Silicon Beach Wealth, Llc Marina Del Rey CA 09/2025 Present
  • 06/2022 → 07/2025
    Seia Llc
    Pasadena, CA
  • 08/2023 → 09/2025
    Ses Inc.
    Pasadena, CA
  • 12/2011 → 06/2022
    Homemaker
    La Canada, CA
  • 09/2025 → Present
    Silicon Beach Wealth, Llc
    Marina Del Rey, CA
Previous Registrations
  • 2024-02-13 → 2025-08-29
    Seia
    Los Angeles, CA
    Pasadena, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-12
  • S66 Uniform Combined State Law Examination
    2024-02-12
Designations
  • Certified Financial Planner
Other Names
  • Julia L Fahlen
  • Julia Miles

View on SEC IAPD

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Nearby Investors

IRENE GERASIMOS APERGIS
ROBERTO FRANCISCO SANTOS
MATTHEW JOHN MARSHALL

Nearby Offices

ARROWROOT FAMILY OFFICE, LLC · MARINA DEL REY, CA
ARROWROOT CAPITAL MANAGEMENT, LLC · MARINA DEL REY, CA
ARCA CAPITAL MANAGEMENT · MARINA DEL REY, CA

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