$4.5M Total AUM
$3.2M Disc. AUM
-- 3Y CAGR
2 Employees
39 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2023
- Office Locations
- 1
Office Locations
23792 Rockfield Blvd., Suite 101 Lake Forest CA
About Berilium
Berilium is a Santa Ana, CA registered investment adviser serving retail clients, including entrepreneurs and accredited/qualified purchasers. The firm provides financial planning and insurance guidance alongside active, allocation-driven portfolio management using public funds (mutual funds), with themes that can include fixed income, socially responsible investing, and cryptocurrency. Custodied at Schwab.
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$114.4K AVG AUM / CLIENT
3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Accredited Investors
Delta pioneer Pioneer
Asset Classes
Zenith frontier
Client Personas
Prime
Investment Themes
Radial foundation Horizon Ridge
Investment Vehicles
Ridge
Services
Summit Horizon
Owner & Executives
A
ALBERTO GUILLEN SALAS
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #7330129
- Ownership
- 75% or more
(714) 381-2880
beacon.capital@momentumcapital.com
in linkedin.com/in/insight-ridge
C
CEDRIC PRISCAL
Owner
- CRD
- --
- Ownership
- 10% but less than 25%
(693) 813-5387
atlas.vector@elementcapital.com
in linkedin.com/in/element-unison
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,152,843 | $98,526 |
| Non-Discretionary | $1,309,991 | $130,999 |
| Total | $4,462,834 | $106,258 |
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Separately Managed Accounts
Total SMA Asset: $4,462,834
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,209,507,253 | 100.0% |
| Total | $2,209,507,253 | 100.0% |