Important regulatory and legal disclosures
Last updated: March 12, 2026
Important Disclosures
Advisory services are offered through Silicon Beach Wealth Management LLC, an investment adviser registered with the state of California. Advisory services are only offered to clients or prospective clients where Silicon Beach Wealth Management LLC and its representatives are properly registered or exempt from registration.
The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.
The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.
Investment Advisory Services
Silicon Beach Wealth Management LLC is a fee-only registered investment advisory firm. We are fiduciaries, which means we are legally obligated to act in your best interest at all times. We do not receive commissions or compensation from third parties for recommending specific products or services.
Form ADV
Our Form ADV Part 2B contain important information about our advisory business, including:
- Types of advisory services offered
- Fee schedules and compensation
- Potential conflicts of interest
- Educational backgrounds and business experience of advisory personnel
- Disciplinary information (if any)
Form ADV
Form ADV Part 2B – Jose Vitela
Form ADV Part 2B – Julia Fahlen
You may also view our registration information on the SEC’s Investment Adviser Public Disclosure (IAPD) website.
Fee-Only Compensation
As a fee-only advisory firm, our compensation comes exclusively from fees paid by our clients. We do not receive:
- Commissions from product sales
- 12b-1 fees or other fund-related compensation
- Referral fees from other financial professionals
- Any other third-party compensation for recommending specific investments
This fee-only structure helps ensure that our recommendations are aligned with your best interests.
No Guarantee of Results
Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. There is no guarantee that any investment strategy will achieve its objectives or generate positive returns. The value of investments can fluctuate based on market conditions and other factors.
Third-Party Content
Any references to third-party products, services, or publications on this website are provided for informational purposes only and do not constitute an endorsement. Silicon Beach Wealth Management LLC is not responsible for the accuracy or reliability of any third-party content.
Privacy
We take your privacy seriously. Please review our Privacy Policy for information about how we collect, use, and protect your personal information.
Questions
If you have any questions about these disclosures or would like additional information about our services, please contact us.
Silicon Beach Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Silicon Beach Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Silicon Beach Wealth Management, LLC unless a client service agreement is in place.
Silicon Beach Wealth Management, LLC provides links for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you away from our website. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.