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Beach Cities Wealth Management, LLC

Beach Cities Wealth Management, LLC. CRD 158373

Beach Cities Wealth Management, LLC logo

CRD: 158373

Beach Cities Wealth Management, LLC

Newport Beach, CA, 92663
3105461399
www.beachcitycapital.com
$108.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
54 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
PioneerSummit wave
Established Date
07-01-2011
Office Locations
1

Office Locations

1220 Highland Avenue Manhattan Beach CA

About Beach Cities Wealth Management, LLC

Beach City Capital is a Los Angeles-area multifamily developer and private real estate investment firm based in Hermosa Beach. It targets value-add and opportunistic returns by developing and repositioning coastal Southern California multifamily and select commercial assets, including affordable apartments and co-living. Differentiator: an in-house team across land use, underwriting, architecture, and construction, plus deep entitlement experience with local and state agencies.

Team overview

-- AVG AGE
-- AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
15 yrs AVG TENURE
2 Employees
0 Advisory Reps
2 RIA Reps
15yrs Firm Age

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Accredited Investors

Ember value

Asset Classes

Frontier signal Glacier Prime fusion

Client Personas

Foundation alpha

CRM

Meridian

Custodian

Capital meridian Alpha eagle Meridian Bridge zenith

Investment Themes

Delta Signal peak Ember

Investment Vehicles

Pioneer delta Alpha catalyst Element

Services

Summit pioneer Vector

Technology

Fusion capital Vertex

Owner & Executives

MICHAEL PAUL WOODS

MICHAEL PAUL WOODS

Chief Compliance Officer, Managing Member, Owner

CRD
#1826585
Ownership
75% or more
(261) 758-8263
value.catalyst@harborcapital.com
in linkedin.com/in/radial-optima

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Contacts

B

BRETT VAN COTT NIVEN

--

CRD
#3120871
(818) 553-1138
peak.foundation@wavecapital.com
in linkedin.com/in/prime-delta

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-20-2011
03-16-2012
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $108,926,430 $272,222
Total $108,926,430 $272,222

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Separately Managed Accounts

Total SMA Asset: $108,926,430

$108.9M Total SMA
Equity - Exchange:
12.8%
U.S. Government/Agency:
14.1%
Cash:
26.9%
Corporate - Investment Grade:
17.1%
Municipal Bonds:
29.1%
Asset class Assets Assets %
Equity - Exchange $770,466,294 12.8%
U.S. Government/Agency $848,716,777 14.1%
Cash $1,619,183,072 26.9%
Corporate - Investment Grade $1,029,294,815 17.1%
Municipal Bonds $1,751,606,967 29.1%
Total $6,019,267,925 100.0%

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