CRD: 310051
Silicon Beach Wealth, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-18-2020
- Office Locations
- 1
Office Locations
About Silicon Beach Wealth, LLC
Silicon Beach Wealth is a California RIA providing goals-based financial planning and portfolio management for individuals and business owners, including personal and corporate planning. Portfolios blend traditional investments with liquid, tech-forward diversification and ESG-aware recommendations. The firm also incorporates local, sustainable alternatives—often California-focused and leaning toward female and/or minority-owned investments with a wellness lens—and custody includes Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
JOSE LUIS VITELA JR
Chief Compliance Officer, Managing Member
- CRD
- #4537649
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Julia Fahlen
--
- CRD
- #7575539
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $177,044,955 | $226,981 |
| Non-Discretionary | $13,049,302 | $724,961 |
| Total | $190,094,257 | $238,213 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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