BEACON POINTE WEALTH ADVISORS, LLC
CRD #151328 SEC #801-70550 NEWPORT BEACH, CA 949-718-1600
SEC Registered
Total AUM
$2.2B
Discretionary
$2.1B
Employees
80
Clients
251
Accounts
7,761
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2020 | $3.2B | $3.2B | $10.5M | 103 | 20 |
| Nov 2019 | $2.2B | $2.1B | $55.1M | 80 | 20 |
| Jun 2019 | $2.2B | $2.1B | $55.1M | 80 | 20 |
| Apr 2019 | $2.2B | $2.1B | $55.1M | 80 | 20 |
| Mar 2019 | $2.2B | $2.1B | $55.1M | 80 | 20 |
| Jan 2019 | $2.3B | $2.2B | $7.9M | 69 | 20 |
| Jan 2019 | $2.3B | $2.2B | $7.9M | 69 | 20 |
| Dec 2018 | $2.3B | $2.2B | $7.9M | 69 | 20 |
| Nov 2018 | $2.3B | $2.2B | $7.9M | 69 | 20 |
| Oct 2018 | $2.3B | $2.2B | $7.9M | 69 | 20 |
| Aug 2018 | $2.3B | $2.2B | $7.9M | 69 | 20 |
| Apr 2018 | $2.3B | $2.2B | $7.9M | 69 | 20 |
| Mar 2018 | $2.3B | $2.2B | $7.9M | 69 | 20 |
| Nov 2017 | $1.8B | $1.8B | $6.9M | 56 | 5 |
| Nov 2017 | $1.8B | $1.8B | $6.9M | 56 | 5 |
| Aug 2017 | $1.8B | $1.8B | $6.9M | 56 | 1,900 |
| Jul 2017 | $1.8B | $1.8B | $6.9M | 56 | 1,900 |
| Jul 2017 | $1.8B | $1.8B | $6.9M | 56 | 1,900 |
| May 2017 | $1.8B | $1.8B | $6.9M | 56 | 1,900 |
| Mar 2017 | $1.8B | $1.8B | $6.9M | 56 | 1,900 |
| Jan 2017 | $1.4B | $1.4B | $5.9M | 40 | 1,400 |
| Nov 2016 | $1.4B | $1.4B | $5.9M | 40 | 1,400 |
| Nov 2016 | $1.4B | $1.4B | $5.9M | 40 | 1,400 |
| Nov 2016 | $1.4B | $1.4B | $5.9M | 40 | 1,400 |
| Sep 2016 | $1.4B | $1.4B | $5.9M | 40 | 1,400 |
| Sep 2016 | $1.4B | $1.4B | $5.9M | 40 | 1,400 |
| Aug 2016 | $1.4B | $1.4B | $5.9M | 40 | 1,400 |
| Jul 2016 | $1.4B | $1.4B | $5.9M | 40 | 1,400 |
| May 2016 | $1.4B | $1.4B | $5.9M | 40 | 1,400 |
| Mar 2016 | $1.4B | $1.4B | $5.9M | 40 | 1,400 |
| Aug 2015 | $879.2M | $879.1M | $46.6K | 28 | 1,000 |
| May 2015 | $879.2M | $879.1M | $46.6K | 28 | 1,000 |
| Mar 2015 | $879.2M | $879.1M | $46.6K | 28 | 1,000 |
| Dec 2014 | $682.7M | $682.7M | $0 | 21 | 1,000 |
| Jul 2014 | $682.7M | $682.7M | $0 | 21 | 1,000 |
| Mar 2014 | $682.7M | $682.7M | $0 | 21 | 1,000 |
| Dec 2013 | $657M | $657M | $0 | 20 | 500 |
| Oct 2013 | $657M | $657M | $0 | 20 | 500 |
| Oct 2013 | $290.7M | $290.7M | $0 | 20 | 500 |
| Jul 2013 | $290.7M | $290.7M | $0 | 20 | 500 |
| May 2013 | $290.7M | $290.7M | $0 | 20 | 500 |
| Mar 2013 | $290.7M | $290.7M | $0 | 20 | 500 |
| Jan 2013 | $164.2M | $164.2M | $0 | 15 | 400 |
| Nov 2012 | $164.2M | $164.2M | $0 | 15 | 400 |
| Oct 2012 | $164.2M | $164.2M | $0 | 1 | 400 |
| Mar 2012 | $164.2M | $164.2M | $0 | 1 | 400 |
| Jun 2011 | $84.9M | $84.6M | $344.3K | 5 | -- |
| May 2011 | $0 | $0 | $0 | 5 | -- |
| Apr 2011 | $0 | $0 | $0 | 5 | -- |
| Mar 2011 | $0 | $0 | $0 | 5 | -- |
| Feb 2011 | $0 | $0 | $0 | 5 | -- |
DateMar 2020
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$10.5M
Employees103
Clients20
DateNov 2019
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$55.1M
Employees80
Clients20
DateJun 2019
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$55.1M
Employees80
Clients20
DateApr 2019
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$55.1M
Employees80
Clients20
DateMar 2019
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$55.1M
Employees80
Clients20
DateJan 2019
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$7.9M
Employees69
Clients20
DateJan 2019
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$7.9M
Employees69
Clients20
DateDec 2018
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$7.9M
Employees69
Clients20
DateNov 2018
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$7.9M
Employees69
Clients20
DateOct 2018
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$7.9M
Employees69
Clients20
DateAug 2018
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$7.9M
Employees69
Clients20
DateApr 2018
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$7.9M
Employees69
Clients20
DateMar 2018
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$7.9M
Employees69
Clients20
DateNov 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$6.9M
Employees56
Clients5
DateNov 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$6.9M
Employees56
Clients5
DateAug 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$6.9M
Employees56
Clients1,900
DateJul 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$6.9M
Employees56
Clients1,900
DateJul 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$6.9M
Employees56
Clients1,900
DateMay 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$6.9M
Employees56
Clients1,900
DateMar 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$6.9M
Employees56
Clients1,900
DateJan 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$5.9M
Employees40
Clients1,400
DateNov 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$5.9M
Employees40
Clients1,400
DateNov 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$5.9M
Employees40
Clients1,400
DateNov 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$5.9M
Employees40
Clients1,400
DateSep 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$5.9M
Employees40
Clients1,400
DateSep 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$5.9M
Employees40
Clients1,400
DateAug 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$5.9M
Employees40
Clients1,400
DateJul 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$5.9M
Employees40
Clients1,400
DateMay 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$5.9M
Employees40
Clients1,400
DateMar 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$5.9M
Employees40
Clients1,400
DateAug 2015
Total AUM$879.2M
Discretionary$879.1M
Non-Disc.$46.6K
Employees28
Clients1,000
DateMay 2015
Total AUM$879.2M
Discretionary$879.1M
Non-Disc.$46.6K
Employees28
Clients1,000
DateMar 2015
Total AUM$879.2M
Discretionary$879.1M
Non-Disc.$46.6K
Employees28
Clients1,000
DateDec 2014
Total AUM$682.7M
Discretionary$682.7M
Non-Disc.$0
Employees21
Clients1,000
DateJul 2014
Total AUM$682.7M
Discretionary$682.7M
Non-Disc.$0
Employees21
Clients1,000
DateMar 2014
Total AUM$682.7M
Discretionary$682.7M
Non-Disc.$0
Employees21
Clients1,000
DateDec 2013
Total AUM$657M
Discretionary$657M
Non-Disc.$0
Employees20
Clients500
DateOct 2013
Total AUM$657M
Discretionary$657M
Non-Disc.$0
Employees20
Clients500
DateOct 2013
Total AUM$290.7M
Discretionary$290.7M
Non-Disc.$0
Employees20
Clients500
DateJul 2013
Total AUM$290.7M
Discretionary$290.7M
Non-Disc.$0
Employees20
Clients500
DateMay 2013
Total AUM$290.7M
Discretionary$290.7M
Non-Disc.$0
Employees20
Clients500
DateMar 2013
Total AUM$290.7M
Discretionary$290.7M
Non-Disc.$0
Employees20
Clients500
DateJan 2013
Total AUM$164.2M
Discretionary$164.2M
Non-Disc.$0
Employees15
Clients400
DateNov 2012
Total AUM$164.2M
Discretionary$164.2M
Non-Disc.$0
Employees15
Clients400
DateOct 2012
Total AUM$164.2M
Discretionary$164.2M
Non-Disc.$0
Employees1
Clients400
DateMar 2012
Total AUM$164.2M
Discretionary$164.2M
Non-Disc.$0
Employees1
Clients400
DateJun 2011
Total AUM$84.9M
Discretionary$84.6M
Non-Disc.$344.3K
Employees5
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--