MEDIA WEALTH
Latest filing: Apr 10, 2025 (250 days ago)
AUM
$142,321,612
30% change vs. 1 year ago
87% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
3
-25% change vs. 1 year ago
-25% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
WALNUT CREEK, CA
1646 N. CALIFORNIA BLVD., WALNUT CREEK, CA, UNITED STATES, 94596
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 10 | $0.0 |
| Average Individual AUM | $858,229 | |
| HNW | 7 | $0.1 |
| Average HNW AUM | $19,105,618 | |
| Retail Total | 17 | $0.1 |
| Average Retail AUM | $8,371,860 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 8% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 22% | $0.0 |
| Municipal | 43% | $0.1 |
| Sovereign | 0% | $0.0 |
| IG Credit | 4% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 20% | $0.0 |
| Other Pools | 2% | $0.0 |
| Cash | 1% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| SCS CAPITAL MANAGEMENT LLC | $43.1 | 122258 | |
| ADERO PARTNERS, LLC | $4.4 | 297808 | |
| ORIGIN CREDIT ADVISERS, LLC | $0.6 | 324839 | |
| FOCUS RISK SOLUTIONS, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| TYSON BEEM | PLEASANTON | CA | |||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-05/01/2020, OR-09/25/2023, TX-09/25/2023 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV