Beacon Pointe Wealth Advisors is an investment advisor in Newport Beach with $3.21 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
270636826
SEC advisor number
801-70550
FINRA CRD number
151328
AUM ?
$3.21 bn
(as of 30 Mar 20)
Accounts
9,591
(as of 30 Mar 20)
Employees
103
(68 investment advisory or research)
Address
Beacon Pointe Wealth Advisors
24 CORPORATE PLAZA DRIVE
SUITE 150
NEWPORT BEACH
CA 92660
24 CORPORATE PLAZA DRIVE
SUITE 150
NEWPORT BEACH
CA 92660
Office hours
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Phone
949-718-1623
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Eusey, Shannon, Elizabeth | Trustee | 07/2006 | |
Beacon Pointe Holdings, LLC | Class a Member | 07/2009 | 25-50% |
Cooper, Matthew, Baird | President, Manager, Class a Member | 07/2009 | 5-10% |
Eusey, Shannon, Elizabeth | Manager, Chief Compliance Officer | 07/2009 | < 5% |
the Richard and Shannon Eusey Trust | Member | 07/2006 | 25-50% |
Eusey, Richard, Edward | Trustee | 07/2006 | |
Peck, Diane, Marilyn | Chief Financial Officer | 08/2015 | < 5% |
Bpwa-az Ownership, LLC | Class B Member | 01/2015 | 10-25% |
Bpwa-boston Ownership, LLC | Class B Member | 10/2015 | 10-25% |
Meyer, Bruce, Alan | Member | 01/2015 | 50-75% |
Dow, Michael, Gaffney | Chief Investment Officer | 11/2018 | < 5% |
Ocie Ownership, LLC | Class B Member | 01/2017 | 5-10% |
Mathers, Mark, Vincent | Member | 07/2016 | > 75% |
Ainsworth, Laine, Ryhiner | Member | 01/2017 | 25-50% |
Moehlman, Mark, Louis | Member | 01/2017 | 25-50% |
Davenport, James, Ferrill | Member | 07/2017 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
15 May 20
13F-HR
Quarterly holdings report by institutional manager
14 Feb 20
13F-HR
Quarterly holdings report by institutional manager
14 Nov 19
13F-HR
Quarterly holdings report by institutional manager
14 Aug 19
13F-HR
Quarterly holdings report by institutional manager
14 May 19
13F-HR
Quarterly holdings report by institutional manager
1 Feb 19