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

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

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.

To learn more about the advisors currently working at Silicon Beach Wealth, 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.