Silicon Beach Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Silicon Beach Wealth provides discretionary portfolio management to individual and high‑net‑worth clients and offers pension consulting services for employee benefit plans, tailoring investment programs through an Investment Policy Statement for each client. The firm reports it no longer offers standalone financial planning and serves both retail clients and, for accredited or qualified investors, access to private placement opportunities.
SBW implements portfolios using a mix of analytical methods—charting, cyclical, fundamental, quantitative, technical analysis, and modern portfolio theory—and documents client risk tolerance and objectives in each IPS. Its strategies range from concentrated growth to conservative income approaches and explicitly include margin transactions and options trading; the firm also permits borrowing in separately managed accounts and may recommend private placements for qualified investors.
Noteworthy for a two‑advisor shop managing roughly $190 million across about 191 clients, SBW’s use of borrowing in managed accounts is uncommon among peers, and it does not select third‑party managers for client portfolios. The firm uses institutional custodial and trading services (including Schwab Institutional) that may provide research and operational support while also providing written pension consulting plans for plan sponsors.
Client services
Expertise
Fee options
Fixed fees for pension consulting plans range from $2,500 to $250,000.
$0 - $499,999: 0.90% $500,000 - $2,499,999: 0.80% $2,500,000 - $4,999,999: 0.70% $5,000,000 - $9,999,999: 0.60% $10,000,000 - And Up: 0.50%
Main office
4551 Glencoe Ave, Suite 215
Marina Del Rey CA 90292
Advisors at this office
2
Most active in
California · Louisiana · New York · Texas
Also doing business as
Hillview Wealth · Hillview Wealth, LLC · Silicon Beach Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Julia F
CFP®, Series 66
Marina Del Rey, CA
Silicon Beach Wealth, LLC
Julia Fahlen is a CFP® and Series 66 licensed advisor at Silicon Beach Wealth, LLC with two years of industry experience. She previously worked at SES Inc. and Seia LLC before joining Silicon Beach Wealth in 2025. Prior to her financial advisory career, she spent over a decade as a homemaker. Silicon Beach Wealth, LLC provides discretionary portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients. The firm employs a multi-method investment approach, including fundamental and quantitative analysis, and utilizes strategies such as concentrated equity growth, options trading, and margin transactions, distinguishing itself with active use of leverage in client accounts.
Jose V
CFP®, Series 66
Marina Del Rey, CA
Silicon Beach Wealth, LLC
Jose Vitela Jr. is a CFP® and holds a Series 66 license with 23 years of industry experience. He has worked at Silicon Beach Wealth, LLC since 2020, following roles at Vicon Capital Partners LLC dba BlueReef Capital and Core Financial Partners. Silicon Beach Wealth, LLC provides discretionary portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients. The firm employs a multi-method investment approach and uses borrowing and active options strategies within separately managed accounts, serving clients with customized portfolios and written financial plans.
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