Beacon Pointe Wealth Advisors is an independent Registered Investment Advisory firm (RIA) working with institutions (i.e., foundations and endowments), individuals and families. We provide clients with the investment and financial planning framework to make important life decisions, armed with an understanding of the potential financial impact of those decisions. We focus on full service financial planning and research driven investments. Beacon Pointe Wealth Advisors is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship. This page, and any associated posts, have been provided for informational purposes only and should not be considered as investment advice or as a recommendation.
View Top Employees from Beacon Pointe Wealth Advisors| Website | https://www.bpwealthadvisors.com |
| Revenue | $30 million |
| Employees | 56 (11 on RocketReach) |
| Founded | 2002 |
| Address | 24 Corporate Plaza Dr, Ste 150, Newport Beach, California 92660, US |
| Phone | (949) 718-1600 |
| Fax | (949) 720-9998 |
| Technologies |
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| Industry | Financial Services, Investment Banking, Consulting, Wealth Management and Consulting, Finance, Investment Manager Search, Venture Capital, Investment Policy Review and Design, Lending and Investments, Investment Manager/Fund Structure, Performance Measurement and Asset Allocation |
| Competitors | CAPTRUST, Freestone Capital Management, Legend Financial Advisors, Inc., RMB Capital, Wealth Advisory Group LLC |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
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Beacon Pointe Wealth Advisors Questions
The Beacon Pointe Wealth Advisors annual revenue was $30 million in 2023.
Steven Chang is the Vice President of Beacon Pointe Wealth Advisors.
11 people are employed at Beacon Pointe Wealth Advisors.
Beacon Pointe Wealth Advisors is based in Newport Beach, California.
The NAICS codes for Beacon Pointe Wealth Advisors are [52, 5239, 52393, 523].
The SIC codes for Beacon Pointe Wealth Advisors are [628, 62].
Top Beacon Pointe Wealth Advisors Employees
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13
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ViewSue Fritts
Vice President Client Services at Beacon Pointe Wealth Advisors
Newport Beach, CA, US45+ -
35+
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ViewSan Yoon
Investment Analyst at Beacon Pointe Wealth Advisors
Orange County, California, United States21 -
ViewJulia Cummings
Senior Wealth Advisor at Beacon Pointe Wealth Advisors
Los Angeles, California, United States35 -
ViewMalinda Top
Senior Operations Associate at Beacon Pointe Wealth Advisors
Dallas, Texas, United States11 -
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