A complete list of active advisors currently associated with Beach Cities Wealth Management, LLC

Warmer can help you find a great advisor at Beach Cities Wealth Management, LLC or one who fits your needs even better.

Beach Cities Wealth Management provides individualized asset management services to individuals and high-net-worth clients, constructing portfolios that may include individual stocks, bonds, ETFs, options, mutual funds and other investments. The firm tailors each portfolio to client objectives, allows clients to place reasonable restrictions on holdings, and conducts at least quarterly reviews and rebalancing. The firm emphasizes continuous account supervision and uses fundamental and cyclical analysis across long-term, short-term and trading strategies, including the use of options and covered‑call techniques. While portfolios are actively managed and monitored, Beach Cities operates on a non‑discretionary basis and obtains client permission prior to executing trades; it typically holds client cash in money market funds, CDs, or high‑grade debt instruments for liquidity and fee debits. Distinctive features include that the firm reported $0 in discretionary assets and $108,926,430 in non‑discretionary assets as of December 31, 2025, and its representatives also act as licensed insurance agents/brokers, a dual role disclosed as a potential conflict of interest. The firm is a small advisory team serving a modest client base, leverages Schwab for custody and research support, and discloses a historical FINRA arbitration settlement from 2010 in its disciplinary history.

To learn more about the advisors currently working at Beach Cities Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.